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In this podcast, Alf invites Peter Farac (aka @countdraghula on Twitter) to the show.
Peter brings a wealth of experience running money and has specific skills in rates and vol markets.
Alf and Peter discuss where the US business cycle actually is, how markets are positioned, and talk shop: how do we actually trade these markets?
Follow Peter @countdraghula on X, Free Newsletter: www.macroisdead.com