Rising star in the macro world, Srivatsan Prakash, joins Alfonso Peccatiello, to argue that the risk of a recession is elevated. Prakash looks at indicators such as the copper-to-gold ratio and the inversion of the yield curve to make the case that a prolonged economic slowdown might be in the cards.
Alf and Sri discuss China, Canadian housing, why bonds might be an attractive way for investors to hedge for this recession risk. Sri is the host of the Market Champions podcast and an intern at Simplify Asset Management.
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(01:07) Are We Headed For A Recession?
(08:49) Yield Curve Inversion Is Harbinger Of Recession
(12:50) Copper-To-Gold Ratio
(17:28) What's Going On In China?
(23:53) Canadian Real Estate Market
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