Macro Recap: 00:00 Intro 0:40 What Is Keeping The Economy From A Recession? 2:25 Fed Cut Rates But They Went Higher Instead! Why? 6:37 The Inflation Risk 13:17 The Recession Risk: Rising Delinquencies 16:30 The Recession Risk: Government Jobs 19:00 Recession Risk: Retail Sales Down Not Up! 24:00 Delusion: Soft Landing 26:37: Chip War: Export Controls 30:30 DOJ: Regulatory Risk 33:55 Elections 2024: Trump Takes The Lead! 39:15 Geopolitics: False Flag Coming In The Middle East? 45:30 China: Stimulus Means