Description

Episode 32:

On today's show I speak with Aahan Menon, Founder of Prometheus Research, a research service that makes institutional quality insights and provides macro analysis that is insightful & actionable. Prometheus accomplishes this by dissecting macro data in the US & then uses a rules-based quantitative approach to translate this analysis into portfolios. 

• Stagflationary Nominal Growth to Disinflationary Nominal Growth Slowdown
• Inflation Volatility to Growth Volatility
• Nominal Economic Activity has Decelerated with Slowdowns in Growth & Inflation
• Transitory Period for Stocks & Bonds
• Monetary & Fiscal Policies Contractionary
• Pressure on Business Profitability will Pressure Labor Markets
• Margins Compressed
• Inflation Stabilization
• Labor Market
• Labor Participation is Down
• GDP Contraction: Trade Deficit
• Yield Curve Inversion
• Prometheus ETF Core Objectives
• Current Regime
• Asset Classes

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