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Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

The Acquirers Podcast

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The Fed's Catastrophe for the Airbnb Bus

I think employment is probably the next big catalyst for the Fed. We could get a benign inflation print tomorrow. I don't see them going more than that, quite frankly. Once you've lacked the easy comps, you still have a wage spiral. A lot of these guys have... Starts getting structural.

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