Dave talks about where we are now, including an update on Dave’s recession call, what he thinks about inflation, and how the Federal Reserve will react. Raoul also gets Dave’s view on what markets will do and whether he agrees with Raoul’s “buy bonds, wear diamonds” call. As ever, a conversation between Raoul and Dave is a must-watch, even if their views don’t match your own. These are difficult times, and we need to account for all possible scenarios. Recorded on July 28th, 2022. Here is a direct video link.
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