Coincidences, Chinese Grandmas, and Pasta of the Week

GM! The whole gang is back this week! The Lads examine the Fed's pivot, and figure out if retail is really back. The real meat of the episode is getting to better know one of our own, Justin! We also look at the alt L1 landscape, and have a blast with Pasta of the Week!

In this episode we cover:

00:00 Coming Up On This Episode…

00:25 Title & Intros

01:51 A Dove At Heart: The Fed Pivot

09:49 Is Retail Back?

26:37 The Alt L1 Thesis

35:21 Meet The Lads: Justin

45:38 Pasta of the Week 🍝

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SL Twitter/X: https://twitter.com/0xSteadyLads

SL YouTube: https://www.youtube.com/@0xsteadylads

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* Justin Bram • https://twitter.com/JustinCBram

* Thiccy • https://twitter.com/thiccy____

* Jordi Alexander • https://twitter.com/gametheorizing

* Taiki Maeda • https://twitter.com/TaikiMaeda2