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Podcast: Inflection Point
Episode: Recession vs Rebound Debate | Weekly Roundup
Description: This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy!--Follow Quinn: https://x.com/qthompFollow Felix: https://twitter.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin<...