Discussing Imports, Restog, and Bitcoin ETF

 We are joined by one of the best central bank watchers in the world, Dario Perkins of TS Lombard to discuss whether negative equity in central banks practically matter. 

Dario says theoretically no, but practically yes while also introducing his "Perkins rule" for recession watching. 

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Hosts: Andreas Steno Larsen and Emil Møller
Guest. Dario Perkins
Special guest: Mads Eberhardt