Fly on the Wall with Shrub & Cloudbear

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Before heading out on a break, I had to talk to my BFF Le Shrub about his latest writeup The Greatest Regime Shift of our Generation to discuss the confluence of Passive, Claude, and “MUM” as it plays out in yen interventions, the bond market, oil, and much more. We touched on ideas from Event Horizon Meets ‘Narrowing In’ as well, and of course end with a bit of What If laughter on the potentially biggest move yet…

Hope you guys enjoy, and as always — not financial advice, just a few market guys chatting on risk.

Cheers,

PauloMacro & Le Shrub