What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass
RiskReversal Pod
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What Does That Mean for the Dollar and the Dollar?
The most common hate tweet I get is that my pizza is not looking good. That's a fricking insult, man. When it comes to owning stuff, I think those two five-year yields at 4%, 5%. If we get a recession, when the labor market actually crocs and inflation is coming down because the labor market is also cracking, the Federal Reserve will have no reason anymore to keep Fed funds rate at 5%. So what does that mean for the dollar and then for gold? Good question on the dollar. For gold, yeah, that's a very interesting point. I think it's one of the assets that in the second half of next year could do very, very
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