#10 - A steeper curve to create a recession - Guest: Bob Elliot
About this episode
The yield curve inversion was never a recession signal. An uninversion and higher rates (via bear steepening) is needed to push the economy in to recession.
We discuss the allocation playbook given the knowledge we have on the yield curve with Bob Elliot, former Bridgewater and now CIO of Unlimited Funds.
You can use Macro30 to get 30% off your subscription at www.stenoresearch.com
🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe
Connect with Real Vision™ Online:
YouTube: youtube.com/@RealVisionFinance
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Website: https://rvtv.io/3Y4t5Pw
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Get every episode summarized
Each time Macro Mondays publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Macro Mondays
Is Risk-On Too Risky? | Macro Mondays: August 31, 2026
Macro Mondays
Are Markets About to Rip Higher?| Macro Mondays: August 24, 2026
Macro Mondays
Inflation Is Cooling, So What Is the Fed Seeing? | Macro Mondays: August 17, 202...
Macro Mondays
Is the Economy Running Too Hot? | Macro Mondays: August 10, 2026
Macro Mondays