“Macro podcast yapping” is why I hardly listen anymore 🤣. The definition I didn’t know I needed 🤣🤣🤣
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I don't know if I am the problem and I just overconsumed info to the point where they can say nothing new but pontificate on why short term market up or down and what government policy is coming down the pipeline, but the ROI is negative!
Thesis remains the same!
I do think the whole AI bubble is interesting and the possible deflation it can produce which would be disruptive and speed up the QE
But ultimately thesis remains the same!