Just a heads up, we do get pretty political at the 38:50 mark. We couldn't cower away from addressing the economic implications of certain political decisions made on the Hill. Nonetheless, Q2 is officially in the books as we say goodbye to June (great band by the way, Goodbye June). July is going to be a daunting month for the economy as we head deeper into QT, go into another earnings cycle, see June's inflation report, await the conclusions of the next Fed meeting, and see Q2 GDP results. Brace y'allselves.
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