97. MONEY | 2023 Preview and Annual Review
Alfalfa Podcast
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Is Liquidity Going Down or Growth Going Up?
In 2023, I'm looking at the direction of liquidity, the direction of growth and or not, you know, maybe declining growth, aka maybe recession, and then the direction of credit. So in my mind, like liquidity will continue to go down. And that means that's the closest thing tied to asset prices. After we start seeing that kind of declining growth for me is some kind of credit-based trigger event. US seems pretty strong compared to Europe and China. But it could also happen in a part of the US. We might get like a whiff of what, how bad deflation really can be.
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