Macro Hive Conversations With Bilal Hafeez cover image

Ep. 197: John Floyd on the Biggest Trades and Risks for 2024

Macro Hive Conversations With Bilal Hafeez

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Risks and Differentiation Between US and China

Discusses the risks and differentiation between the US and China, focusing on the US consumer's potential slowdown and optimism for a strong post-COVID economy. Highlights the turning credit cycle, rising corporate defaults, and risk in commercial real estate.

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