Episode 17
On today's show I speak with Jay Singh of Special Situations Research Newsletter and Former Goldman Sachs Portfolio Manager.
We discuss applying macroeconomic analysis to the markets, trading, and investing. What will 2023 bring?
Macroeconomics
- FED, CPI, & Inflation
- QT
- Labor Market
- Earnings
- Slowed Growth & GDP
Investing
- Alternative Asset Classes
- Diversification
- CASH
- Treasuries
- Bonds
- Commodities
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