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Jun 2022
1 h

Interview with Macro Alf: Is it Time to ...

Jeff Snider
About this episode
Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis? 
Up next
Today
The First Crack in the AI Bubble Just Appeared
Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrust of the rumor, either. The purpose of these theoretical job cuts does not appear to be replacing employees with AI bots, instead i ... Show More
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Yesterday
BREAKING: Now It's Wells Fargo AND Deutsche Bank
Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shad ... Show More
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Mar 15
No One Is Talking About What Just Happened in Canada
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