WEEKLY WRAP-UP (s2024 e42)

Audio edition: some MSTR madness for the history books, Cliff Asness' take on value, Kenny G sounds the fiscal alarm bells and Claudia Sahm takes a listen to UofM survey responses

AUDIO EDITION: What a week. We got a new Treasury Secretary, Nvidia announced their earnings, and after being the two worst performing assets the previous week, gold and US small caps completely reversed their performance and rocketed more than 4% higher.

As for this week’s clips, I know I promised to start with a longer-term strategy piece, but I couldn…