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New episode is out now! @fejau_inc @Tyler_Neville_ @qthomp
We discuss:
- The macro super bowl (FOMC, GDP, QRA etc)
- AI capex is the economy
- Are we in stagflation?
- Will market euphoria fade in August?
- Strategy's Q2 earnings & more!
Links Below ↓

Apple🔊:
Spotify🔊:
YouTube📽️:
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