Welcome back to The Macro Weekly. Each week, I curate the best investment insights of the past week. Thank you for being a subscriber.
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Lykeion’s deep dive on Japan examines its geopolitical and economic challenges, how it has responded to similar historical circumstances, and the macro impact on investments.
Ray Dalio’s thoughts on Silicon Valley Bank and the big picture economic and geopolitical implications.
Unlimited Funds explains why we’re further away from recession than last November.
Listen
Grant Williams joins Roger Hirst in the first Lykeion Ides of March podcast. It was an excellent discussion covering the current macro landscape and broader investment principles such as decision-making. Note this is also available as a video.
Luke Gromen examines the fall of SVB, the impact of the Fed’s rate hikes, and the implications of the Fed not defeating inflation on the Macrovoices podcast.
Watch
Former central banker Raghuram Rajan on BloombergTV talked about Credit Suisse, SVB, and more bank failures to come and what would happen if the Fed cuts rates with inflation still elevated.
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