Are We Already In a Recession? With Srivatsan Prakash

Interview recorded - 1st of August, 2022

On todays episode of the interview I had the pleasure of speaking with Srivatsan Prakash - Host of Market Champions Podcast, Analyst at Simplify ETF & Future Macro Expert. 

On the podcast we talked about whether we could see a recession, what would happen if the FED pivots, whether the markets have priced in monetary policy and which Macro experts you should follow. I hope you enjoy!

0:00 - Introduction
0:55 - Are we in a recession?
4:20 - Mixed signals from data (some positive & some negative)
9:00 - Switch from spending on durables to services
9:33 - Could we see deflation from a drop in consumption?
13:00 - What happens if FED pivots?
15:50 - Long-term cyclical macro trends leading to continued inflation?
20:35 - Strong demographic countries picking up the slack
23:20 - De-globalisation take as long as globalisation?
25:30 - Have markets priced in slow downs?
30:00 - Any other macro trends watching?
31:33 - High index concentration may reduce downside?
32:30 - Stock-based concentration hiding operation margins
35:25 - ARKK and other high risk funds holding up company prices
37:48 - What could be the inflexion point?
42:40 - What Macro experts would Sri recommend you watch?
44:10 - Greatest piece of macro advice?
46:50 - One question to take away from interview?

Srivatsan Prakash - 

Podcast - https://www.youtube.com/channel/UC3zc51x38Rt_oHdLj7L1NXw
Website - https://marketchampions.us/
LinkedIn - https://www.linkedin.com/in/srivatsprakash/
Twitter - https://twitter.com/SrivatsPrakash?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

WTFinance - 

Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas