In this week’s episode of The Macro Setup, Guy and Dan discuss the stock market sell-off, the underperformance in growth tech, and a look at what is driving risk asset weakness this week (inflation, rates, valuations). We also discuss some of the more speculative activity in names like GameStop, the CCIV SPAC, TSLA, and bitcoin-related speculation in MSTR. Brought to you by presenting sponsor Nadex.
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Dan Nathan is @RiskReversal) on Twitter and you can subscribe to his email list at RiskReversal.com).
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