Andy Constan on Macro-Driven Investing, Inflation and the 3Ds of De-Globalization

2024; Navigating fiscal and monetary actions that help in a correlated or lumpy market. Primarily self-directed in Interactive Brokers account. Were successful in transitioning from pre and post COVID. 2 gray beards on X. Does anyone have any experience with these guys? Much appreciated if you would post.
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