0:00 Introduction2:57 Kevin Smith Macro25:39 Tavi Costa Macro57:41 Quinton Hennigh Updates "What I Did On My Summer Vacation" 1:44:47 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/