I usually don't do back-to-back interviews, but kudos to Tom for teasing out a completely different Macro conversation today than the one I did earlier this week!
Excellent convo. Great points Michael. Keep up the great work.
PS you might find some of this half hour convo with Jim Grant and Shehzad Qazi, managing director of China Beige Book International.
Very insightful discussion and quite different from others I have heard. I especially appreciated your nuanced opinion of gold.
Really great conversation, solid questions and incisive answers. Overall a thoughtful and illuminating piece, thank you.
Appreciate the kind words always!