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
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