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Can You Trust the Recession Signals?

Maggie Lake is joined by Tavi Costa, portfolio manager at Crescat Capital, to discuss why he believes the U.S. is headed towards a recession, what the Fed will do next to combat inflation, how AI will impact growth, and why certain commodities are setup for a long-term cycle of demand. You can find more of Tavi’s work here: https://www.crescat.net

Guest Name
Tavi Costa and Maggie Lake
Show Name
Daily Briefing
Content role
Public