Ahan Menon

Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More

Aahan Menon discusses the current business cycle expansion, highlighting the significant role of technology spending and AI capital expenditures in driving economic growth, while also addressing concerns about labor market weakness and immigration's impact on employment. The episode provides a nuanced view of the economy, suggesting that while growth is moderate, the business cycle remains expansionary with potential opportunities in global equities and commodities.