#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale
Macro Mondays
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The Good Old Boomer Trip Is Back
The good old boomer trip is back. Well, it's in the commodity cyclical sensitive sectors, right? And speaking of boomers, I'm actually not sure he might be old enough to not be a boomer. We're long the Chinese real estate sector. Tremendous returns this week. So Emile, what's to make of the Politburo meeting earlier this week? Do we see signs of fiscal stimulus finally arriving from Beijing?
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