Interview: "On The Tape" with Danny Moses & Guy Adami -- How Contagion Happens.

Glad to be back on again with Danny and Guy to talk about Macro, JPY, CNY, Gold, Oil but perhaps most importantly -- HOW CONTAGION HAPPENS. We end with an Idiosyncratic Event-Driven idea.

I am grateful to Guy Adami and Danny Moses for having me back on their show again to discuss some of the top Macro Challenges facing the markets now. This was a short but densely packed conversation, and it inspired me to write a whole thread around the topics we covered.

“On The Tape” Podcast Notes:

We’ve got a podcast unlike any other this week featurin…