DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal
The Delphi Podcast
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Can China Invade Timeon?
I think the bum market will tell us. If we start to see the bum market pricing a new hih from that chance of truth, where no high cyclical hie has ever been bettered by the market, then something has changed. Now my best guess is it will change, but it'll change because the bottom of the range stops and we up in a sideways range like japanese yields have been in. And the sideways range, let's sayis between one and three %. But if it does, it's telling us something structuraly as changed in the inflation and interest rate thing, and then the whole picture changes. Could there be a demand and supply shock that comes
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