WEEKLY WRAP-UP (s2024 e45)
Audio Edition: Rick Rieder's unique method for judging macro mood, Jeff DeGraff's factor carnage, Ruchir Sharma with the Mother of All Bubbles, Bill Ackman is giddy and Trump wants to start a SWF
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AUDIO EDITION: Lots of different clips this week. I start with Blackrock’s CIO, Rick Rieder who shares some of his unique techniques for measuring the macro mood. Then, Jeff DeGraff from RenMac discusses the absolute carnage in the factor space. From there, Bill Ackman gushes on TV, but I am not sure that’s a good thing. Ruchir Sharma talks about the “M…