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…
Substack is the home for great culture


