1min chapter

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Long-Term Bullish (EP.277)

Animal Spirits Podcast

CHAPTER

Macro Investing

The Fed is setting us up for if they push us into a recession that rates are just gonna go back to 1 to 2 percent and you're gonna get some price appreciation of your bonds. And then you're gonna be screwed with no yield again. Just holding rates here for a while would be way better for investors than seeing them go back Because we have a recession. I'm worried. This feels like the first time at least in the short term intermediate term that I am bullish on stocks.

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