Macro Podcast: Where are we in macro?
Are we in a recession? Is something about to blow up?
I recorded a podcast covering the following topics:
Are we in a recession?
What is the deal with credit risk and defaults?
What is the deal with the yield curve?
Is something going to “blow up” and cause the system to collapse?
What are the fundamental principles for making decisions when everyone has no clue what they are doing?
Here is the macro report I referenced:
Macro Report: Updated View On Interest Rates
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"The world’s central banks have constructed the hall of mirrors in which every investor has become, of necessity, a speculator."
You can check out the Blockworks Podcast and all of the other major Capital Flows Podcasts I have done here: Link
Excellent work! Again!
I agree, excellent work!!