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Macro Markets Podcast Episode 39: Soft Landing Skepticism

U.S. Economist Matt Bush and Portfolio Manager Evan Serdensky share the updated outlook following recent economic data. They discuss the likelihood of a soft landing, the possible path of monetary policy, and investment strategy.

August 04, 2023

 

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Macro Markets Podcast Episode 53: The Wide Opportunity Set in Bonds and Asymmetric Future Fed Policy

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