和郑老师复盘近期宏观。信息量巨大。·本期主题和时间戳·00:01:56 美国国会演讲，还是北韩新闻联播？00:20:00 懂王最紧急的主线任务到底是什么？一个最直接的解释：化债。00:31:57 为什么不直接掀桌赖账？00:41:03 海湖庄园协议00:53:43 真正的撒旦是通胀，滞涨才是最优解01:00:00 “狼来了”多年的衰退这次真会因懂王而来吗？01:02:37 美债市场异动01:07:47 世界破破烂烂，中国灾后重建？文字改写版（播客平台长度受限），请至《墙裂坛》公众号收看！— End —专栏主播｜郑朗 肖小跑编辑｜坛子申请加入坛友群，请添加坛子微信：BKsufe，请注明：坛友
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