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When Memory Comes for the Markets with Liz Young of SoFi

RiskReversal Pod

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Semiconductor Trades: A Macro Call

The G and the Communist Party of China effectively block cating the Taiwan Strait for the last 48 hours. Hong Kong dollar looks to have traded through the 40 year old peg of 785 yet again. If we do confirm that the economy is in fact slowing headed towards a recession, cyclicals are going to get hit harder than tech in general. And I think probably take it on the chin pretty hard.

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