Darius sat down with Chris Berg recently to discuss the outlook for asset markets, the probability of a recession, the Fourth Turning, and more.
If you missed the interview, here are three takeaways from the conversation that have significant implications for your portfolio:
1. The US Economy Is Likely to Avoid A Recession In 2024 If Productivity Growth Remains Above Trend
Productivity, as measured by output per hour in the US labor market, is showing robust growth at 2.7% year-over-year, surpassing the 10-year, 30-year, and 50-year…