Peter Esho Podcast
What if the global economy is much stronger than we think?
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:11:22
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Sinopsis
One of the most important things to do as a macro investor, looking top down to determine investment themes, is to listen to the data very closely. Data changes from week to week, month to month. Markets are constantly pricing expectations, often wrong and having to recorrect. More notes at https://peteresho.com
