This market is absolutely wild, with the Fed trying to be both proactive and reactive simultaneously, and the lads try to tackle the underlying reasons + the future. Also China’s role in the markets (and their drought), the politics surrounding Saudi Arabia’s strange move on Oil this week, and much more!
Timestamps:
0:08-16:40 – U.S. Macro Overview
25:30 – 45:00 – Saudi Arabia/Oil
45:00 – End – Brazil
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