Macro Is the Story of the Coming 10 Years

I think what I think what the picture it paints for me is that we've seen this massive change in interest rate to the upside. When they get to the point of easing, we may also get pretty aggressive move from the Fed on that because of the instability and they're trying to navigate. So actually I think it's going to be an interesting market for investors, incredibly challenging. But if you could, would you be focusing on your attention on other things than the equity of all? It's always about the bonds, right? That's what caused the 40 year cycle.

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