
#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
Macro Mondays
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The Fed's Prolonging Duration During the Pandemic
Stevie Cohen: If we just continue to see jolts go down and down, then what's likely to happen is that this, this, the spread is going to dissipate. And if both those numbers like basically do what the Fed wants, that is how you get it soft landing, right? He says he doesn't think any investor on the buy side has the job security to put on a 12 plus month trade in 2023 unless your name is Ken Griffin or Stevie Cohen. But even then they don't they don't trading with that kind of duration. The reality is if you're talking about something on a risk manageable time frame, I don't think that what
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