#10 - A steeper curve to create a recession - Guest: Bob Elliot
Aug 13, 2023•43 min
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Episode description
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
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