Thanks for trying out the brand new What Are Your Ideas this week. See you Tuesday night time for the subsequent episode, present up for the reside broadcast at 5:30pm ET in case you can.
Particular because of Sam Ro and Allison Schrager for coming again this week for an all new episode of The Compound and Mates.
Sam reads every thing put out from Wall Road’s strategists and sell-side researchers every week. Allison is a PhD and writes concerning the financial system, risk-taking and behavioral finance. We went deep on Company America’s pull-out from Russia, whether or not or not the Fed can keep away from a recession, war-driven inflation, the downturn in earnings expectations and plenty of different stuff that occurred on Wall Road this week.
You’ll be able to watch the brand new TCAF beneath or hear as a podcast:
And in case you haven’t subscribed but, don’t wait. Test it out beneath or wherever effective podcasts are performed.
These had been probably the most learn posts on the positioning this week, in case you missed it: