Fly on the Wall with Shrub & Cloudbear

PauloMacro’s Substack Podcast

Fly on the Wall with Shrub & Cloudbear — 19 May 2025

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-48:43

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Fly on the Wall with Shrub & Cloudbear — 19 May 2025

Bonds, Stocks, Brazil, Oil

PauloMacro

and

Le Shrub

May 19, 2025

∙ Paid

Back with my BFF

for a chat this morning on the weekend’s developments — never a dull weekend! We talked bonds and the No Fly Zone with the Big Beautiful Bill, chopping around in the equities, plus…

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