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Running On Empty with Tony Dwyer

RiskReversal Pod

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Current Market Conditions and Potential Impact on the Federal Reserve

The speakers discuss the current market conditions and the potential impact of levered systems and the unemployment rate on the Federal Reserve's actions. They advise against trying to bet on the downside and suggest that weakness in the market should be attacked as it may cause a drop in rates and improve the outlook for money. The speakers also mention the factors that would make them change their bearish stance and discuss the importance of corporate rates, mortgage rates, and government rates in evaluating the economic situation.

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