Unhedged podcast: Where’s the recession?

Unhedged podcast: Where’s the recession?

By Financial Times

The US economy remains confusing. Markets continue to predict a slowdown but unemployment remains low. Today on the show, we try to figure out what job numbers, manufacturing and credit can tell us about a possible recession and an end to rate rises. Also, we are long the bros at Three Arrows Capital (sort of), and the US stock market. 


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