Welcome to a new edition of Market Whispers, a weekly podcast where Beachman covers the most important market signals that investors should be aware of. You can listen to the audio on the Substack app as well as on your favorite podcast platform like Apple Podcasts.
This week, we discuss Beachman’s macro outlook for 2024, the Japan carry trade and Netflix’s free cash flow magic.
Cheers and good luck out there.
If you are new here, please check out the must-reads listed on the About page and the Roadmap page.
Follow Beachman on Twitter @iwannabeontheb2 and on Instagram @investwithbeachman
Market Whispers - Feb 2nd 2024