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Island Investing

Riffs, rants, and the upside of investing from way off Wall Street


IIM 2022 Macro Mailbag

Below are five videos containing Q&A about the economy in 2022.

You can also download a PDF of the full slidedeck here at this link.

Video 1: Intro and TL;DR Version

Video 2: History & Sentiment

Video 3: Economic Indicators

Video 4: Rates & Housing

Video 5: Elections & Cycles

Pls let me know if any questions. Thank you.