"Yield curves have never been this inverted and not signalled a recession. Bank lending standards have never been this tight without signalling a downturn, and leading indicators have never been this negative without signalling an eco
nomic slowdown.
Chief Investment Officer at Vantage Point, Nick Ferres, says 2023 is not a credit episode like 2008, but a consequence of assets not being accurately priced."
Listen to the episode:
https://open.spotify.com/episode/3zj2t9bIaPP0YorDVxCxGt?si=73d22d6e3e584460&nd=1