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cover of episode Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk

Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk

2017/5/19
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

Shownotes Transcript

What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In 'Things I Got Wrong', and back by popular demand, Chris Cole, CIO of Artemis Capital Management, talks about what he got wrong in adjusting his systematic strategy to a new market regime.

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