Zulauf, whom I regard as a Michael Jordan or Lady Gaga of macro analysis, thinks we’ve gotten close to a market bottom. But expects months of chop, maybe a recession, and a sustained recovery perhaps starting later in the year.

Zulauf, whom I regard as a Michael Jordan or Lady Gaga of macro analysis, thinks we’ve gotten close to a market bottom. But expects months of chop, maybe a recession, and a sustained recovery perhaps starting later in the year.

https://open.spotify.com/episode/3fhUMUn2PGyxmF6ZEWY3hs?si=Kl4nYrDdQX2__4rAra7a7Q