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Mike Novogratz on the Fed Pivot, Stocks, Geopolitics and Bitcoin

RiskReversal Pod

CHAPTER

The Macro Environment and Resilience of the Economy

The chapter discusses the surprising decrease in inflation and attributes the resilience of the economy to significant federal spending. They also explore the impact of government spending on interest rates and debt levels, as well as the importance of hard assets like gold and Bitcoin. The conversation briefly touches on historical events and compares the current situation to pre-World War II rhetoric.

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