Jan. 3, 2022
2022: The Year Of Uncertainty.
We discussed last week, what is rapidly becoming my central thesis for the year 2022: The Year Of Uncertainty.
Essentially for anyone who models the economy, last year was the year when you just had to “plug in” a number. You didn't know what the real nu...
We discussed last week, what is rapidly becoming my central thesis for the year 2022: The Year Of Uncertainty.
Essentially for anyone who models the economy, last year was the year when you just had to “plug in” a number. You didn't know what the real number was. So you just used your best estimate of what you thought should be the number.
Featured Episode
Check out these episodes first.