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David Rosenberg: A 2023 Recession Is Unavoidable

Supply Shock

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Introduction

This episode is brought to you by Circle, the issuer of USDC. You'll be hearing all about them later in the show. What happens to don't fight the Fed when the Fed is tightening into the most inverted yield curve since April 1981? That was the last time the Fed was raising interest rates, let alone the balance sheet. To me, it's the nuttiest proposition I've ever heard.

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