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Podcast: Monetary Matters with Jack Farley
Episode: Waiting For The Fat Pitch | “Recession Denier” Jonny Matthews on Real Slowdown In U.S. Economic Data
Description: For 26% off to SuperMacro: https://billing.super-macro.com/b/14A5kDfMVeim3VM5ZW7bW06
For many Jonny Matthews, former PM at Brevan Howard and publisher of SuperMacro, has emphatically rejected the case for a recession in the U.S. Recent economic data is causing him to reevaluate his view. While he still calls himself a “recession denier,” Matthews now thinks a slowdown is already occurring in the U.S. that will *look* like stagflation in the fall. Whether it will actually be “real stagflation” is a different question. But Matthews has a bearish view on stock...