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December 7, 2023

Macro Matters podcast– what is going on with this risk asset rally? – Volume 10

Rich Excell, Tony Zhang

It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk about what they see going on in the market.