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The Transitory Tantrum
Episode 19

The Transitory Tantrum

MRKT Matrix

May 18, 202139m 20s

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Show Notes

In this week’s episode of The Macro Setup, Guy and Dan discuss the housing market, prospects for a bipartisan infrastructure deal, Michael Burry’s (of The Big Short fame) monster bet against Tesla, underperforming sectors (homebuilders, energy, materials, banks) and how crowded the bitcoin trade is. Brought to you by presenting sponsor Nadex.


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