Recession Predictions
Ben expresses skepticism about the inevitability of a recession, suggesting a more moderate outlook rather than extremes. He highlights the rapid changes in market dynamics, questioning the relevance of historical data on recession timing and stock performance. Both discuss the surprising stability of leveraged hedge funds amidst current economic pressures, hinting at potential vulnerabilities in the credit markets.In this clip
From this podcast
Animal Spirits Podcast
The Fed is Making a Mistake (EP.252)
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