In this episode, 42 Macro's Darius Dale and Gordon Johnson of GLJ Research discuss liquidity, inflation, and global macroeconomic trends. Gordon highlights the near-term positive impact of U.S. liquidity flows on markets through Q1, followed by risks of negative liquidity in Q2, while criticizing inflation metrics for their disconnect from real consumer experiences. They also explore China’s economic challenges, structural issues in the solar industry, and Tesla’s vulnerabilities, with Gordon pitching Tesla as a compelling short opportunity due to declining margins and weakening fundamentals.
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