Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe
Macro Mondays
00:00
Credit Risk, China, Mexico, and Introduction of Guest
In this chapter, the hosts discuss credit risk and the potential path forward, including the suggestion of a long bet on cheau and short on one. They also examine the declining performance of the peso in Mexico and introduce the guest of the week, Michael Sarva.
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