Are We Already In a Recession? With Srivatsan Prakash

Interview recorded - 1st of August, 2022On 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 - Introduction0:55 - Are we in a recession?4:20 - Mixed signals from data (some positive & some negative)9:00 - Switch from spending on durables to services9:33 - 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 slack23:20 - 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 margins35:25 - ARKK and other high risk funds holding up company prices37:48 - 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_oHdLj7L1NXwWebsite - https://marketchampions.us/LinkedIn - https://www.linkedin.com/in/srivatsprakash/Twitter - https://twitter.com/SrivatsPrakash?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorWTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas