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SI279: Prepare for a Bumpy Landing ft. Katy Kaminski

Top Traders Unplugged

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Speculations on Inflation, Data Signals, and Commodities

This chapter explores the current state of the economy using a flight analogy and speculates on the potential return of inflation. It discusses the uncertainty in the data and the possibility of a bull market in commodities, while considering the influence of geopolitical tensions and demand dissipation on the energy sector.

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