TLATSOI: Economic Edition
In this week's version of TLATSOI, Jason and I discuss economics.
We cover the downward revision of first-quarter GDP and do we expect, like most professionals, that the second quarter is going to be significantly more robust.
Our financial term of the week, GDP, is covered in more detail and the key inputs that determine GDP growth.
For our weekly "Smackdown" feature, we discuss how to best position our portfolios in the event economists are wrong and we're in a slowing or decelerating economy.
Finally, what we're looking for in the days and weeks ahead.