ROTTing and Threading, plus a Conversation with Michael Mealling of Starbridge Venture Capital
RiskReversal Pod
00:00
Do You Think the Fed Is Overshooting a Thousand Percent?
Liz Trust the new Prime Minister in Britain is doing a U-turn. She came in following Boris Johnson what just a few weeks ago and automatically just defaulted to what tax cuts I think that's what it was. The ability to just endlessly just print money to solve problems is over, says John MacIntosh. He thinks we're going to have continued volatility with earnings revisions coming down as we talked about last week on the tape We're going to even if it's two hundred twenty dollars two hundred fifteen dollars on the S&P number he said.
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Transcript
