I would buy this argument if it wasn't for the fact that he managed to not only correctly call the timing but also the cause of the recession. It sounds to me

I would buy this argument if it wasn't for the fact that he managed to not only correctly call the timing but also the cause of the recession. It sounds to me like he's a good person to listen to for potential trouble spots. The economy is very path-dependent; just because someone is good at pointing out potential issues doesn't mean they're going to know how it turns out.