When Is It Time to Get Out of Risk Assets?

The video discusses bond market pricing, focusing on the yield curve's role in predicting economic slowdowns and recoveries. It explains how central bank actions, like rate cuts, influence the yield curve and signal potential recessions. The video also covers investment strategies during these economic phases, emphasizing the importance of safety over risk assets.

What evidence might indicate a slowdown in the economy before it appears in official data?

Why is it considered the worst time to invest in risk assets during aggressive rate cuts?