Our latest podcast has arrived this week, featuring Ryan Grabinski of Strategas Research Partners, Adam Norris and myself reviewing our forecasts for 2022 and thinking about investment themes for 2023. It can be downloaded or streamed from Apple Podcasts via this link. Reviews so far include “it’s a bit boring” from my 9-year-old son. I feel some quantitative tightening coming to this week’s pocket money…
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