Episode 52 | Consumers are running out of money, inflation was as expected, the Fed's plan

 Join Chris Kaminski & Hao Dang as they discuss:
➡️Consumers are running out of steam (or money)
➡️Inflation print was as expected
➡️The Fed's plan

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Episode 53 | 50 year high for S&P concentration, Fed and rates, election result forecasts

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Episode 51 | Commercial real estate delinquencies, inflation trend, smooth markets, just don't sell