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66. MONEY | Q4 Preview: Currencies Are Collapsing, Hyper-financialization, Druckenmiller, Doomberg, and more

Alfalfa Podcast

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The Fed Pivot Is Coming Soon

"I'm going to start bullish actually one thing he said that stood out to me is like if we just assume 3.8% interest rates on our national debt then our interest payments are going to exceed all of our health care payments by 2027." "So it's an unsustainable level you know on that on that front we can't just have like our interest payments go so freaking high for forever right?" 'There will have to be a Fed Pivot eventually that's bullish for me eventually,' says the former Wall Street trader and hedge-fund manager who now runs his own firm, Cevallos Capital Management.

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