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Stocks slipped a bit and bond yields continued lower, as investors mull over some key statements from the Federal Reserve.
George Goncalves, head of U.S. macro strategy at MUFG, joins Ash Bennington to explain his Higher for Longer Paradox thesis, why he expects a prolonged period of higher interest rates, and the potential economic implications of such an environment.
Don’t forget to check out the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
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#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic
Raoul vs. Peter Schiff: An Impact Theory Debate
Where Macro and Behavioral Technical Analysis Meet ft. Ron William & Robin Griffiths
#1014 - Ding Dong… Is the Fed’s Inflation Target Dead? | with Vincent Deluard
#1013 - What is the Economic Data Telling Us? | with Jeff Snider
#1012 - Inflation Is Hot… Now What? | with George Goncalves
#1011 - Will Inflation Derail Bonds? | with Kathy Jones
#1010 - Will Inflation Bring Out the Fed Hawks? | with Mike Alfred
Raoul Pal: Unf*ck your Health and Longevity with Bill Kapp, MD
You've Got the Power with Denise Shull, Steve Goldstein and Gio Valiante
#1009 - Is It Time To Rethink the Fed? | with Jared Dillian
#1008 - Are Risk Assets Still the Place To Be? | with Michael Howell
#1007 - What Will Push Powell to Cut? | with Darius Dale
#1006 - Is Crypto Leading the Market Lower? | with Tony Greer
#1005 - What’s Driving Gold Higher? | with Harry Melandri
Unlocking the AI Megatrend with Beth Kindig and Jordi Visser
#1004 - Can Rates Come down Before the Economy Hits a Wall? | With Ben Miller
#1003 - Will ETFs Put a Floor Under Crypto? | With Noelle Acheson
#1002 - Are Higher Rates Here to Stay? | With Bob Elliott
#1001 - Is This a Refreshing Market Pause? | With Dale Pinkert
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