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In today's episode, I include two live streams from Tuesday together. I heavily edited them for time and clarity. The first one is a live reaction to the CPI. The second is a wide ranging talk on why the market seem so counterintuitive at the moment. At the end, I go into a long exposition about misplaced narratives and the future in deglobalization, especially around Emerging Markets. Enjoy.
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**DISCLAIMER: This is not investment advice, do your own research.**