Jan 17 • 4M

The Recession Consensus

When consensus is forming, we must ask what happens if everyone is wrong.

Upgrade to listen
Episode details

To investors,

There will be a full-blown recession in 2023. At least, that is the talking point that most economists, investors, and media personalities continue to repeat. They say it on television. They say it at conferences. They say it in their investor letters. Everywhere we turn, we keep being told that a recession is coming in 2023.

But what if all…

This episode is for paid subscribers