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The Most Crowded Trade on Wall Street (EP.339)

Animal Spirits Podcast

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Market Sentiment on Social Media

The hosts analyze market sentiment on social media following a speech by Jerome Powell and discuss the transparency of the Federal Reserve and its impact on market history. They also address the recession call and the reasons behind it, as well as the relationship between inflation, real rates, and policy restrictiveness. The chapter ends with a conversation about gas prices and the current state of the economy.

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