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2022 Year In Review + Listener Mailbag

RiskReversal Pod

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Quantitative Tightening Is Going to Be the Theme in Q1

Danny Cevallos: quantitative tightening is going to be the theme. He says he thinks rates will stay longer than a lot of people expect. The Fed should have a balance sheet, but what's the right number? Cevallo: Given where GDP is, given where money supply is, the right level is either side of about $6 trillion or so dollars.

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