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AIA Economic Base Case For 2023. AIA Weekly Update 2-18-23

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Manage episode 355785505 series 2896442
Content provided by John Polomny. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Polomny or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

I give my base case for the economy and what I am looking at for the rest of the year. I caveat this by reiterating that I am not an economist. I am looking at data points that in the past have led to certain outcomes. Notably a recession.

However, keep in my mind that as new information comes in I may change my forecast and that forces me to change course with various investments. Again this is not investment advice.

  continue reading

148 episodes

Artwork
iconShare
 
Manage episode 355785505 series 2896442
Content provided by John Polomny. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Polomny or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

I give my base case for the economy and what I am looking at for the rest of the year. I caveat this by reiterating that I am not an economist. I am looking at data points that in the past have led to certain outcomes. Notably a recession.

However, keep in my mind that as new information comes in I may change my forecast and that forces me to change course with various investments. Again this is not investment advice.

  continue reading

148 episodes

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