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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Fed's View on the Economy
The Fed is no longer caring about the economy. They've said, we can't have a strong labor market unless we get inflation under control. That's effectively green lights or recession. So that scenario, if you think about liquidity, markets do very well when there's a lot of positive liquidity. If you think about the especially crypto, crypto is one of the most liquid, positive liquidity correlated assets there is. All of Bitcoin's returns have come during global growth up cycles and liquidity cycles.
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