Cullen Roche @cullenroche · 24 Aug 2026
Here's a short interview I did last week. We did a full macro rundown: 1) Labor market stinks, but not collapsing due to AI. Firms are just cautious to hire. 2) No recession on the horizon as the VERY famous Roche Recession Rule shows. :-) 3) Inflation got sticky again. The
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