The Macro Show
Dear readers,
This morning, I guest-hosted The Macro Show with my friend Daryl Jones, Director of Research at Hedgeye.
During the show, we tackled three key topics:
One Big Beautiful Bill Act (OBBBA): The Real Cost
Fertility & Marriage: Red Zone vs. Blue Zone
US Population Trends by Region
We hope you enjoy this 36-minute webcast, packed with fresh insights on these political and economic shifts. As always, stay curious!