This episode rambled on as usual but came from a recent macro voices podcast with Izabella Kaminska.
https://www.podbean.com/ep/pb-n5yhe-17b399f
Most will know my views on “the news” and I certainly agree with Isabella that we only read the news we are shown. Is it driven by control or simply as a collective we decide what is important at any given time?
Have a great weekend everyone. The portfolio will be out tomorrow.
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