Highlights:
After two quarters of negative growth, debate is raging over whether the world’s most important economy is in a recession. Harvest Chief Investment Officer Paul MacDonald clarifies the picture and explains what this macroeconomic environment means for markets.
Timestamps:
00:00 – Intro
00:55 – Is the US in a recession?
02:10 – Defining recessions
06:10 – How bad could this be?
07:45 – How did we get here and what does that mean for markets?
13:00 – Signs of positivity
14:40 – The investor’s playbook
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