I’ve been looking for a simple explanation of the current macroeconomic situation and how it impacts investors and entrepreneurs. The first 20 minutes of this talk is exactly that.
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I’ve been struggling to logically explain my gut feelings about the 2020 U.S. economy. Long story short, I’m bearish. I’ve felt this way since early Q1 2020. The goal of this research was to help me understand in more detail the forces at play that may be contributing to my gut feelings. By definition, this research is biased as it focuses exclusively on current economic problems and ignores any positive trends. If you’d like to explore the bad signs in the economy further, here are some of my notes.
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