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Not a Time for Big Bets Aahan Menon on What 60 Years of Regime Data Says About Today’s Market artwork
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Not a Time for Big Bets Aahan Menon on What 60 Years of Regime Data Says About Today’s Market

Excess Returns by Excess Returns

Jul 23, 202600:57:55Business

Aahan Menon, founder of Prometheus Research, joins Jack Forehand to explain what systematic macro data says about economic growth, inflation, Federal Reserve policy, oil prices, AI investment and the outlook for stocks a...

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Not a Time for Big Bets Aahan Menon on What 60 Years of Regime Data Says About Today’s Market is an episode from Excess Returns by Excess Returns. Aahan Menon, founder of Prometheus Research, joins Jack Forehand to explain what systematic m...

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Published Jul 23, 2026, 00:57:55 long, audio available.

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