Comments
Transcript
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RIOnly Jeff Goldblum can say the same thing over again in so many different words.
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JÃFinally back! :D
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sdRecording date please?
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SV12 years on, still talking Globally Synchronized Growth. This isn't Macro Reality, it's Macro Narrative powered exclusively by Fed liquidity and Treasury gifting. Interesting to see how markets, investors, and analysts respond to stagflation. Exited the interview at the K-Shaped recovery IS the recovery thesis.
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JBWhat date is the interview? Published date doesn't mean much
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GGBrilliant. Staying short 10y,BTP, Budns and selling rips on dxy! That's all.
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JHBrilliant. Brilliant!! Recording date?
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MNMore information on the cycles please! And further discussion regarding the UK and US gap in 10 year bond yields
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CMI usually like Lakhsman, but here he said very little in a long interviews. Best when he sticks to his knitting - describing the broad historical cycles.... WITH CHARTS please.
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MGLove Lakshman cycle work hes always so balanced and pure math based allowing the data take him where it may. WIsh ECRI would develop a retail service I would certainly subscribe to it. Nice job as always
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RMLakshman brings unique and important perspective to Macro. Very much appreciate the interview!
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MSI really appreciated the interview, nice and candid and confident in his material. Does anyone else think he sounds just like Jeff Goldblum? ....even his expressions, incredible.
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JDAlways enjoy when you guys have Jeff Golblum on RV. Very informative.
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JGEveryone on fintwit is now very cautious saying faangs , utilities , bonds and gold start to perk up and that is trouble for the future. No marginal buyers they say... Lets see whos right
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HRBuy the dips for the next 2-3 months and as you get further out increase your caution accordingly.
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SBFantastic. I love that Lakshman uses a very different toolbox to most economists. I've followed his work for many years and he's usually on the money.