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Welcome back to The Hurdle Rate.
Episode 37: Meet Them Where They're At.
The crew is back to discuss market uncertainty, MSCI exclusions, the Mike Green article, the K-shaped economy, and more.
Here's the latest with Matt Cole, Jeff Walton, Ben Werkman and Tim Kotzman.
@ColeMacro @TimKotzman @PunterJeff @BenWerkman
0:30 - Welcome Back to The Hurdle Rate
1:20 - Market Uncertainty & MSCI Exclusions
34:44 - Mike Green Article and the K-Shaped Economy
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