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cover of episode Have rates peaked?

Have rates peaked?

2023/11/28
logo of podcast Unhedged

Unhedged

Shownotes Transcript

Markets have rallied almost 11 percent in November, in part on expectations that the Fed is done raising rates. Today on the show, we look at the Fed’s likely pause and how investors are responding. Also we go long Goldman Sachs CEO David Solomon as a DJ. And we make a daring neutral call on the future. 

Links:

Can David Solomon DJ? An investigation)

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