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T-bills, gold and macro volatility
Wall Street Breakfast
Market Optimism, Inflation, and Financial Conditions
Exploring the market's optimism, S&P 500 performance, and the effects of inflation on financial conditions. Insights into the fiscal dominant era, bond market's role in interest rates, and the significance of liquidity amid concerns of market disruptions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode