2024: A Year We Will Never Forget
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摘要
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Market Recap:
0:00 Intro
1:20 Reflections on 2023
6:55 2024 Outcomes: Soft Landing
11:42 2024 Outcomes: Reinflation
17:40 2024 Outcomes: Recession
28:00 Repo Crisis Ahead?
29:40 Dual Risk: The Fed's Reaction
35:11 2024 Elections: Biden vs. Powell
41:30 2024 Elections: The Geopolitical Risk
54:00 2024 Election: What If He Dies?
57:10 Charts
1:15:22 Economic Calendar
1:17:25 Outro
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