How to Position Portfolios for the Next Recession

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About the Episode

Guggenheim’s macroeconomic team is predicting a recession by mid-2020. We discuss the underlying drivers of this forecast, the steps the Fed can take to address a weakening economy, and how advisors should allocate for the period ahead.

About our Guest

Brian Smedley is head of macroeconomic and investment research at Guggenheim Partners. He manages a team of nine macroeconomists and investment strategists with global macro coverage responsibility, as well as overseeing Guggenheim’s sovereign credit research. Brian writes commentaries on a variety of wide-ranging topics, and those have been ranked among the advisory industry’s most-read and most-shared.

Show Notes

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