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*This video was recorded on May 30, 2024

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0:00 - Intro

1:05 - Rate cuts towards 0%

6:48 - Inflation vs. Deflation

14:00 - Monetary policy errors

24:10 - Treasuries

26:30 - Stock market outlook

35:00 - Labor market and wages

43:00 - Home foreclosures?

45:40 - Asset allocation

#economy #investing #inflation