Macro & Volatility™ #19: Beyond Liberation Day cover art

Macro & Volatility™ #19: Beyond Liberation Day

Macro & Volatility™ #19: Beyond Liberation Day

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About this listen

  • What does Liberation Day mean for inflation?
  • Bonds and the Fed are pointing to growth contraction and moderate stagflation
  • Tail-hedging didn’t work
  • Trump Put is very different than the Fed Put
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