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Lyn Alden @LynAldenContact · Nov 26, 2021
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That was a great discussion. I agree with a lot of it. I also realized that most of the points where my macroeconomic base case diverges from Raoul comes down to the future cost of energy. In other words, it's actually an engineering difference rather than a macro difference.

Podcast episode Nov 23, 2021
The Ultimate Macro Framework with Raoul Pal | WiM078
by Robert Breedlove and Raoul Pal
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