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*This video was recorded on May 22, 2024

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0:00 - Intro

1:30 - Recession landed

3:00 - Birth-death model

4:30 - Nonfarm payrolls

7:34 - Fed and rate cuts

12:10 - Refi risks and housing

17:00 - Sahm Rule

18:55 - Recession and markets

24:50 - What would cause financial crisis?

26:10 - Credit score inflation

27:45 - Economic outlook

32:10 - Living standards

#investing #economy #recession