Episode 112: Time To Get Defensive? With Aahan Menon.

Weak US jobs data and renewed concerns around AI spending created some headwinds for investors, but US stocks pulled out a rally anyway. Aahan Menon, founder of Prometheus Research, joins Maggie Lake on Talking Markets to discuss the outlook for the S&P as we head into year-end. They'll also talk inflation expectations as the Federal Reserve prepares to gather for its last meeting of 2025 and Aahan shares some of his non-consensus calls.You can find more on Aahan's work at: https://substack.com/@prometheusresearchSupport us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.