EPB Research: Assessing The Path To Recession

We were joined by @EPBResearch, to assess the path to recession.

Find the show notes below:

Part 1 (0:00 - 30:00) - Framework of Investment, Definitions of Leading, Lagging & Co-incident indicators, Business Cycle & Cyclical Economy Constituents, Construction & Multi-Family Homes, Unemployment Trajectory, Fiscal Impact of Hiking

Part 2 (30:00 - 53:00) - Corporate Profits, Current Mispricing, Drawbacks with Recession Dating, Inflation Projection, Monetary Policy, Interest Rate Pricing

 

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