Macro Podcast: Where are we in macro?

Are we in a recession? Is something about to blow up?

I recorded a podcast covering the following topics:

• Are we in a recession?

• What is the deal with credit risk and defaults?

• What is the deal with the yield curve?

• Is something going to “blow up” and cause the system to collapse?

• What are the fundamental principles for making decisions when everyone has no clue what they are doing?

Here is the macro report I referenced:

You can check out the Blockworks Podcast and all of the other major Capital Flows Podcasts I have done here: Link