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C. C and get an exclusive 30% discount with the code RV 30 at checkout. Is the U.S. Economy half full or half empty. Hi everyone,

welcome to the Real Vision Daily Briefing.

With me today's Michael Cow, CEO of Akanthos Capital Management, Co-Pher. G See, it's great to have you back. Also goes on Twitter, many of you know him as Urban Cowboy,

which is one of the best handles ever.

I love it every time I see it.

We had talked in a while, so just give me, bring me up to date. What's top of mind for you?

What are you focused on these days?

Well, I guess your, your byline is a good way to start, right? Like is the economy half full or half empty? And let me just say that I think it depends on who you ask and that goes to right to the heart of some of the thoughts that have been percolating with me, which is,

I've been saying for a while that we're, we had this vodka red bull economy, right?

Where you've got Janet Yowen and the various legislations

that are pouring on the fiscal stimulus, even as the Fed has been pouring on the monetary

depressant.

And so the problem is when you have two mixologists in the room you start making a pretty nasty

tasting cocktail eventually and and so yeah so I think that's the issue here because when you

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