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Hey great research! Btw what books/research would you recommend to someone new in macro investing? Thanks

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Start here to get a sense of the machine, then go into classic academic macro (IS/LM, BoP, Monetary Economics / Taylor Rule) and contrast them as a start.

https://www.bridgewater.com/big-debt-crises/principles-for-navigating-big-debt-crises-by-ray-dalio.pdf

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Thanks! Greatly appreciated 🍷

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Big congrats. What a fantastic call bro! Pun intended

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