The Recession that Didn't Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.