00:00 USLM Returns
02:24 Fed Meeting Thoughts: 3 Rate Cuts for 2024, Inflation
07:00 Loose Financial Conditions, Fed Projections
11:18 QT, Fiscal Deficits
13:30 Longest Yield Curve Inversion in History
16:15 New York Community Bancorp
21:00 Where We Are Finding Opportunities/Positioning
24:00 Buying and Selling for Non-Economic Reasons
32:00 NVDA

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