PauloMacro’s Substack Podcast (private feed for valtterisav@gmail.com)
Business:Investing
KEDM Happy Hour Discussion With My Pal Kuppy — Fri 21 June 2024
Hi gang! As many of you know, last Friday my pal Kuppy had me on his KEDM Happy Hour to talk about markets and do some Q&A… before I knew it, nearly 3hrs had gone by and the bottle of wine on my desk was gone. Given how the market has treated me in recent weeks, I needed the Kuppy therapy and the vino!
Please keep in mind that I treated this as a chat in a virtual bar with my good pal and was pretty relaxed (so apologies in advance for some drawn out ramblings especially in the second half).
And to that end: nothing mentioned in this podcast is meant as financial advice — this was solely my thoughts on the market and how I think about things, and you should really talk to a financial advisor before doing anything in the market. I would not listen to me.
For those who can sit through a 3-hour podcast, I hope you enjoy!
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