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Where To Find Cheap Macro Optionality

The Macro Trading Floor

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Exploring Equity Risk Premium and Political Contrasts

This chapter delves into the concept of equity risk premium in the US, emphasizing that while buying equities at a premium might not be impactful in the short term due to momentum trading, over a three-year period, it can significantly influence potential returns. Additionally, it briefly explores the contrasting White House press releases on the health conditions of two different presidents, revealing disparities in reporting.

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