Today’s Animal Spirits is brought to you by Calamos:
We had Michael Grant, Co-CIO and head of Long/Short Strategies for Calamos Investments on the show to talk about todays macro environment.
On today’s show we discuss:
Can the Fed guide us to a soft landing?
Can we get a self-fulfilling recession?
Inflation and supply chains
How macro-economics affects portfolio construction
How Calamos structures it’s long/s…
The post Talk Your Book: The Bull Market in Stupidity appeared first on The Irrelevant Investor.