Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt

Assets are melting up right, left and center as the optimism around the
business cycle is improving. 
Is it fair to assume that countries outside of the US are improving? And how do you trade the cyclical comeback?
Crypto assets are also celebrating the cyclical uptick and we are joined by Mads Eberhardt to discuss the Crypto market post the launch of Bitcoin ETFs.

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