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Macro update for the 2nd quarter of 2024

Listening time: 25 mins

Macro update for the 2nd quarter of 2024

Here’s another quarterly macro update, discussing some of the themes that I’ve been paying attention to in the past few months.

Today’s topics:

  • Positive interest rates in Japan
  • Takeaways from my Hong Kong trip
  • The case for gold
  • Indonesia under Prabowo

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