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#1124 Darius Dale | Should We Expect The Fed To Pivot?

The Pomp Podcast

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Reverse Real Facility Balance - What Are You Expecting?

It's very likely we see a substantial reduction in net liquidity between now and your end. The path towards recession is likely to be longer than the average investor realized, which sets us up for multiple streams of positive growth surprises in the first half of next year. And I think there's going to be a massive window of opportunity on the long side of risk assets and perhaps even bonds as well.

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