Aahan Menon

Track Aahan Menon's company comments across our podcast corpus; API for structured, verifiable quotes.

1. It's probably not in your best interest to construct a cross-asset macro portfolio that's very heavily betting on one direction.

   Aahan Menon · Excess Returns · Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market · 2026-07-23

2. There's always going to be the hardest thing. And that hardest thing is going to look like it solves all investment problems to come, but invariably that always ends.

   Aahan Menon · Excess Returns · Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market · 2026-07-23

3. In the post-COVID period, the consumer has become the dominant driver of corporate profits in America.

   Aahan Menon · Excess Returns · Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market · 2026-07-23

• Excess Returns · Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried? · 2026-08-31
• Excess Returns · Not a Time for Big Bets | Aahan Menon on What 60 Years of Regime Data Says About Today’s Market · 2026-07-23
• Excess Returns · The Three Cracks in the AI Trade | Ben Hunt, Brent Kochuba and Aahan Menon on What Could Derail the Market's Biggest Bet · 2026-05-30