The Macro Setup
The Macro Setup
May 18, 2021
The Transitory Tantrum
Play • 39 min

In this week’s episode of The Macro Setup, Guy and Dan discuss the housing market, prospects for a bipartisan infrastructure deal, Michael Burry’s (of The Big Short fame) monster bet against Tesla, underperforming sectors (homebuilders, energy, materials, banks) and how crowded the bitcoin trade is. Brought to you by presenting sponsor Nadex.


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Follow Dan Nathan @RiskReversal on Twitter

Follow @GuyAdami on Twitter



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