Macro Matters podcast– what is going on with this risk asset rally?

It has been two months since our last Macro Matters podcast and a LOT has changed. Back then, we were talking about Bond Vigilantes and risks in the market. Now, we have had one of the best 4-6 week returns across assets in a long, long time. Tony Zhang and Rich Excell get together to talk abot what they see going on in the market