In my post last week, I discussed my market thesis that current levels in yields are too restrictive for the economy, resulting in US data coming in weaker than expected.
Would be nice to have link to podcast aggregator rather than just Spotify
New podcast subscribed!
Love your substack Geo. Subscribed to your new podcast and looking forward to it!
Would be nice to have link to podcast aggregator rather than just Spotify
New podcast subscribed!
Love your substack Geo. Subscribed to your new podcast and looking forward to it!