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75. MONEY | Bear Market Rally or New Bull? Playing the Finnicky Market

Alfalfa Podcast

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Is There Any Carb Alpha From Europe in Europe?

I'm blown away at how these guys in Italy, like the Italian folks, like they don't eat other food. Why is no one fat? Well, because they don't have like Fridays or Chili's level sized portions. And I think if I were to extrapolate that, it seems like there's no inherent need for a Fed pivot anytime soon. So that's my thesis. Any carb alf alpha from Europe in Europe? That's what I really want.

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