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On Tuesday I had PauloMacro back on the podcast, and we covered everything from oil and precious metals, to geopolitics, market structure, bonds, and the risks he sees in different corners of the market. I don’t always listen to my own podcasts a second time, but I had to go back for seconds yesterday. Listeners will definitely get a lot to think about from this one, whether you are interested in oil, the metals, or a big picture view of financial markets. For anyone that isn’t familiar with Paulo, I have included a link to his Substack below.

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