DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal
The Delphi Podcast
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The Fed Balance Sheet Is Going to Be Tight, or Will It Come Back?
The equity market, as of to day, is has put in a demark indicator daily low. But this is around the month end re balance effects. I expect bond yields to continue to rally as they start pricing in the probability that the fed have to pivot and the economy's gone too far. And i think we'll see growth end of te which has been utterly destroyed and is down 70%. crypto and probably gold actually start to form, along with bonds. Those should be the phoenix that rise from the ashes. Some of these other morcyclical plays will do less well. It was that dmark set up that got me out of being short, or out of my shorts,
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