All-Stars #92 Jeff Snider: Did anything really get “better” last September?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 4 February 2020

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September Link: http://bit.ly/2Sg4W54

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:30.0	Macrovoises All Stars Episode 92 was recorded on February 3rd, 2020.
0:36.6	I'm Eric Townsend.
0:38.5	This episode of Macrovoises All Stars is brought to you by top traders on plug.com, the
0:43.9	leading podcast when it comes to quant and rules based investing.
0:48.1	I'll tell you how to claim a free copy of their new guide to the best investing books
0:53.3	ever written at the end of this episode.
0:56.8	Returning once again is all Hombra Investments, Chief Investment Officer Jeffrey Snyder.
1:03.0	And as always, it wouldn't be Jeff Snyder without a slide deck.
1:06.8	Listeners, you'll find the download link for the slide deck that we strongly encourage
1:10.8	you to download ahead of listening to this week's podcast from our homepage at macrovoises.com.
1:18.1	Just look for the download link in the description of this article next to Jeff's picture.
1:23.6	Jeff, it seems like there's widespread misunderstanding about what's really been going
1:29.2	on since last September.
1:31.0	Now, we had the whole world pretty much in agreement back in August of boy, the US yield
1:36.1	curve is inverting.
1:37.6	Everybody knows what that means.
1:38.6	Has to be a recession just around the corner.
1:41.4	Five months later, so far, we don't seem to have any recession.
	...

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