Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research

In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where we are in the business cycle. We also take a deep dive into the manufacturing sector, the components of liquidity, and much more. Enjoy! __ Follow Prometheus Research: https://x.com/prometheusmacro Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ __ Join us at Permissionless III Oct 9-11. Use code: FG10 for a 10% discount: https://blockworks.co/event/permissionless-iii — Timestamps: (00:00) Introduction (00:17) The Prometheus Macro Framework (04:56) GDP & Economic Growth (14:11) Interest & Payment Expense (16:17) Exports (17:33) Putting the GDP Components Together (19:24) Corporate Profits & Savings Rates (23:31) Manufacturing Sector (30:31) The Business Cycle (35:03) The Labor Market & Recession Indicators (38:21) Inflation (40:25) Liquidity Breakdown (53:44) Applying A Systematic Portfolio Strategy (56:42) Prometheus Research

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