Signs of a Slowdown But Still Too Early to Sell
Update: 2025-08-14
Description
In this episode, we feature our first guest who was the perfect first to the show. Dan Roberts, PhD was an economist with the Ronald Reagan Administration in the 1980s, and more recently, the head of Global Fixed Income at MacKay Shields, where he was the portfolio manager for the largest macro-oriented high yield strategy in the world. He also happens to be Mike's Dad. In this episode, Mike and Dan have a father-son chat on the the latest inflation figures, the current tension between inflation and growth in the economy, and what we believe lies ahead in the markets . Enjoy!
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