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The Big Long with Steve Eisman

RiskReversal Pod

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Exploring Hubris, Central Bankers, and Market Reactions

Discussing the hubris theme in 'Chernobyl' and its parallels to central bankers' actions, including the market's response to Fed rate cuts. Debating on deficit sustainability, historical interest rate normalization, and challenges in addressing government debt. Touching on pop culture references, the significance of the US bond market, and the attractiveness of US investments in comparison to alternatives like gold, infrastructure, AI, and crypto.

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