Talk Your Book: The Bull Market in Stupidity

Today’s Animal Spirits is brought to you by Calamos:

We had Michael Grant, Co-CIO and head of Long/Short Strategies for Calamos Investments on the show to talk about todays macro environment.

On today’s show we discuss:

  • Can the Fed guide us to a soft landing?
  • Can we get a self-fulfilling recession?
  • Inflation and supply chains
  • How macro-economics affects portfolio construction
  • How Calamos structures it’s long/short fund
  • Growth vs. Value
  • Shorting stocks in this environment

Listen here:



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