22min chapter

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MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

Macro Voices

CHAPTER

Interest Rates and Equities

The speakers discuss the relationship between interest rates and equities, arguing that the increase in interest rates suggests overvaluation in the stock market. They predict a decline in valuations as stocks reflect the higher discount rate. They also mention the possibility of a soft landing in the economy.

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