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Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics

The Contrarian Investor Podcast

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Market Outlook and Factors Influencing Views

The speaker reflects on their previous optimistic outlook for the market in 2023, discusses factors that influenced their views, and compares current market conditions to the 1994 cycle. They also express concerns about the Federal Reserve's change in strategy and present a concept called 'quadrilema' to explain potential challenges.

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