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Tracy Alloway — Understanding Financial Crises (EP.104)
Infinite Loops
Macro vs Microbe - I Like It a Lot
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It's much easier to be a macro bullshedder than a microbe bullshedder. With the macro it feels like there are so many variables swirling around that you always have an excuse if you're off. If someone is living and breathing a sphere like wooden palets or nails, the economic contribution of nails throughout history, they know that market.
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