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10min chapter
Macro Mondays #55 - What is China doing with all it’s copper?
Macro Mondays
Economic Analysis and Portfolio Strategy
This chapter covers a range of economic topics such as US savings and consumption trends, upcoming UK election, tariffs between EU and China, European politics, inflation, and a detailed discussion on portfolio strategy including long and short positions in various sectors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode