Recession Risk, Trump Says “Buy,” and the Everything Code

MIT Monthly Video Report: April 2025: This one was a tad late, but there’s never a bad time for GMI head of macro research Julien Bittel to drop his monthly Macro Investing Tool video update. Julien examines a macro landscape in transition, with easing financial conditions setting up a considerable economic rebound later this year. MIT and Plus mem... See more

Is a U.S. Recession Still in the Cards? Jared Dillian, author of The Daily Dirtnap newsletter, joined Ash Bennington to discuss why he’s long on gold and foreign equities, and shares some diversification strategies for investors to consider ahead of what he believes is an “inevitable U.S. recession.” All members can watch or get the full AI notes f... See more