Soft Landing (EP.269)
Animal Spirits Podcast
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Oatmeal Over Chocolate Chips - My Favorite Cooki
Inflation expectations for disney, it goes up into the right forever. It never comes down. The market also, you try to set expectations. And that is partially why risk assets have had a run over the past two or three weeks. This opens the door for the fete to slow down and say, our job here is done.
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