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BONUS: Tony Dwyer Offers A Pilot’s Perspective On “Landings”

RiskReversal Pod

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Is There a Recession?

The Fed has raised rates in the fastest degree in history into a generationally levered system with bloated inventories. That was our call from last June when as soon as Jerome Powell, I called it, invoked his inner voker. The idea that we're going to go into a soft landing and that's the bold thesis doesn't hold a lot of water.

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