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7 - World Cup
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7 - World Cup
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Alex and Stephen discuss how they'd like to form a Polycule to survive late-stage capitalism, the worrying 2y10y spread in Treasuries & inverted yield curve, how Carvana should take a page from RuPaul's Drag Race, Blackstone's BREIT gating investor withdrawals and what that means for Real Estate, and the latest in New York Times picket line and Rail workers Strikes.
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