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Talk Your Book: The "Tech Heavy" Nasdaq
Animal Spirits Podcast
Are You Holding Your Feet to the Fire?
I think the economy just to me is more interesting right now because of what's transpired and how rapidly things have changed. The inverted interest rates that everybody says is a perfect indicator in historic terms has been well and truly extended, which means the short-term rates are higher than the long-term rates for a while. So I think we're going to get away from that inflation concern and we'll start to worry about company performance again. And I think do we have a recession or not is going to depend on what the Fed does.
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