Show notes
G’day Folks,
Today I have a real treat for you. With all the turmoil in markets this week, I wanted to jump on the phone with someone who has done serious proof-of-work understanding the wider macro landscape.
This is the inaugural episode of Rough Consensus, which is a set of ad-hoc conversations I plan to have with analysts that I really respect. Few analysts fit the bill as well as TXMC, who is one of my very good friends, and a man who has developed an incredibly deep, data-driven, and long-term thesis on where the US economy is going.
We dive into so many important topics including:
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