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Show Notes
Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell's taper "ace card." Dennis Gartman, Chairman of the University of Akron's Endowment Fund and Retired Editor of The Gartman Letter, says smart money has been leaving the market since July. Gabriela Santos, says she fundamentally disagrees with the thesis that China is uninvestable. George Friedman, Founder and Chairman of Geopolitical Futures, says all-in wars like Afghanistan always places the U.S. at a disadvantage.
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