Macro Matters podcast– what is going on with this risk asset rally?

07/12/2023 55 min
Macro Matters podcast– what is going on with this risk asset rally?

Listen "Macro Matters podcast– what is going on with this risk asset rally?"

Episode Synopsis

It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market