Animal Spirits: Tighten Until Something Breaks

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On today’s show we discuss:

The most actively traded ETF
Stocks as an inflation hedge is the new narrative 
Recession v. non-recession insights 
Consumer wealth via Sam Ro
Bonds are getting killed 
37.9% of the adult US population has a bachelor’s degree…

The post Animal Spirits: Tighten Until Something Breaks appeared first on The Irrelevant Investor.