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Jun 2, 2022 1 hr 27 min

Hurricane MACRO

from The ACID Capitalist Podcast Hosted by Hugh Hendry

Send us Fan Mail We're joined by the Macro Compass writer, Alfonso Peccatiello, former bank prop trader, to discuss all things macro in the wake of JP Morgan's chief, Jamie Dimon, issuing a hurricane warning - bad things are coming. We examine the meteorological landscape. Support the show ⬇️ Subscribe on Patreon or Substack for full episodes ⬇️ https://www.patreon.com/HughHendry https://hughhendry.substack.com https://www.instagram.com/hughhendryofficial https://blancbleustbarts.com https://www.instagram.com/blancbleuofficial ⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts! 🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X 📩 Substack 👂Listen and 🔥 Subscribe 📺 YouTube 🎧 ...

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Hurricane MACRO

0:00 1:27:10

Chapters

  1. 0:00 Soccer Idolatory
  2. 10:17 Higher Rates Better Banks?
  3. 21:12 There's A Hurricane Coming
  4. 24:42 Speechless, did you say $5 trillion?
  5. 32:00 Alf's 2 Tactical Trades
  6. 40:33 One Word Answer FISHING
  7. 45:02 Remarkable Opportunities
  8. 54:05 The Big Losers Next 2 Years
  9. 1:01:52 Japan Canary Coalmine
  10. 1:06:37 Crypto Reserve Currency
  11. 1:16:48 The God Trade
  12. 1:21:15 Prozac Queen Napalm Bees

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How long is this episode of The ACID Capitalist Podcast?

This episode is 1 hour and 27 minutes long.

When was this The ACID Capitalist Podcast episode published?

This episode was published on June 2, 2022.

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