PauloMacro’s Substack
PauloMacro’s Substack Podcast
Fly on the Wall with Shrub & Cloudbear - 17 Sept 2024
0:00
-24:50

Paid episode

The full episode is only available to paid subscribers of PauloMacro’s Substack

Fly on the Wall with Shrub & Cloudbear - 17 Sept 2024

The Fed - Long Live the Rate Cuts and King Powell
1

I was way overdue to catch up with my good buddy

who has had the hottest hand of anyone I know this year (and deserves it). While we both expressed hesitation about discussing the Fed ahead of time — “the most important Fed meeting in the history of central banking” — I haven’t taken enough mockery of late on oil and other trades so I managed to convince him that in order to walk the way of the Monkey, you have to BE the Monkey, you must discuss the Fed ahead of time like a Monkey 😂😂

And so here is our latest phone chat… hope you enjoy! And as always, the standard disclaimer applies: none of this is financial advice, you're listening to two buddies talk about what they are seeing in the market and you should definitely do your own homework!!!

As always, kindly yours,

Paulo aka Cloudbear

This post is for paid subscribers

PauloMacro’s Substack
PauloMacro’s Substack Podcast
My thoughts on global macro, micro, and everything in between