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Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Unusual Whales

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The Second Order Effects of Inflation Make Equities Cheaper

Lindaldon: I think that we are only in the second or third inning of said bear and lest anybody think that I'm a permabear because I've essentially been Financially Lottery winner for two years. The worst thing that the market can see right now is continuing secular inflation um you know that would ultimately drive much much worse outcomes for equities than actually a some type of recession uh or something along those lines. Lendaldon says he's very stingy with how big dollars to risk assets from the perspective of where they're at, but if anyone has any questions please feel free to call me on 1-800-273-8255 or email l

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