podcast US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a contrarian macro thesis instead, and also discuss the odds of a Chinese devaluation and more. Finally, they talk about the pros/cons of using stop losses in tactical macro trading. Enjoy the show!
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2024-04-26 19:22:00Z
CBMiQ2h0dHBzOi8vd3d3LmZvcmV4ZmFjdG9yeS5jb20vbmV3cy8xMjgwODM5LWEtY29udHJhcmlhbi1tYWNyby10aGVzaXPSAUdodHRwczovL3d3dy5mb3JleGZhY3RvcnkuY29tL25ld3MvMTI4MDgzOS1hLWNvbnRyYXJpYW4tbWFjcm8tdGhlc2lzL2FtcA
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