economic cycle
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 7, 2019 by Jonathan Tepper · across every show →
Everything said about economic cycle, oldest first
Oct 7, 2019 neutral
Tepper: Economic growth indicators only provide reliable visibility up to 12 months
“So on the leading economic side, there are certain things that tell you where the economy is going to be in three, six, nine, or 12 months, and it's generally difficult to look out past that, particularly on the growth side.”
Mar 24, 2022 bearish
Heller: Luxury assets like art and wine are cyclical, not non-correlated
“Those investments for us are really tough because they are not non-correlated. They are tied to the economic cycle. Art, wine, diamonds become much more valuable as the economic cycle accelerates, and then as it turns, as so does the price of those things.”