Really enjoyed the way Joe talked through the macro concepts. Not contrarian exactly but a refreshing take that he explained in a very digestible way
https://fountain.fm/episode/PT4y2MFFIaYkllcMNj8F
nostr:nevent1qvzqqqpxquqzqa7psukj0nsdlwcv9887h2gv2fjyrqvkhjzv50qls59uhk7jmfae48pvsc