
Critical Macro Update: Fed Cuts, Market Crash & 2025 Alpha w/ Capital Flows
The Milk Road Show
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Wall Street's Misconceptions on Macro Flows and Asset Movements
This chapter explores Wall Street's misconceptions about macroeconomic flows and their effects on asset movements. It highlights how initial recession fears were misplaced, as actual economic growth and Fed rate cuts fueled a rally in risk assets like equities and cryptocurrencies.
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