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Narratives, Price, & Flows With Patrick Karim

Lead-Lag Live

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Identifying Major Cycle Turns

Last year was unequivocally and anomaly, certainly in the way that Treasury failed as the flight to safety trade. I don't think that's a new cycle. I think that's maybe a reset of what's coming. The first big piece of evidence we had that we had a paradigm shift in capital flows leaving US growth stocks towards inflation sensitive or instrument that track destruction of personal power was back in April 2022.

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