10 - Davos Debauchery
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10 - Davos Debauchery
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Stephen and Alex discuss the US Debt Ceiling being breached, the only honest workers at Davos this week for the World Economic Forum, JP Morgan's WFH Policies, an Activist investor messing with Disney's House of Mouse, how bond futures are pricing in a Fed rate cut in 2024 via SOFR futures, and more.
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