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Inflection Point
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Contrasting Signals: NASDAQ vs Bonds
The speakers analyze the conflicting signals between the NASDAQ and bonds in traditional markets. They delve into the concerns raised by former Fed governor, Bill Dudley, regarding rate hikes and Quantitative Tightening (QT) over several years. The conversation also touches on the Federal Reserve's balance sheet, stable coins, and the potential consequences of printing money.
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Transcript


