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E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
All-In with Chamath, Jason, Sacks & Friedberg
The CPI Surprise May Actually Be Due to a Technical Print
Inflation print indicates that inflation is coming under control Faster than what folks had otherwise anticipated. So there may not be as many rate hikes as quickly as folks were anticipating which will benefit equities and the bond market traded with that perspective. There is a counter narrative going on in the market I don't know if we're out of the woods yet but some analysts are indicating that maybe there is still risk To be had ahead of us.
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