NYAIR Episode 89 –Data: The Big Picture
Dr. Lev Borodovsky, the Chief Risk Officer of asset management firm Star Mountain Capital and author of The Daily Shot –a graphical newsletter that provides an unbiased visual overview of global macro currents, discusses what data anomalies are often hiding and how investors can use them to their advantage.
Specific topics covered include:
- Inflation: causes and risks going into 2023
- The stubbornly strong US labor market.
- What trends the Fed follows and why
- Housing market dynamics
- The most anticipated recession in recent history
The discussion is facilitated by Robert Akeson, managing director of investment banking at Riverside Management Group.