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.
Great discussion. One q if I may, is the selling pressure on USTs and gold not greater when CBs are in "thou shalt not pass" mode compared to managed decline mode?
Great interview. Thanks for taking the time!
Pretty good listen… and there’s a bonus in the last few minutes. 😉
Great discussion. One q if I may, is the selling pressure on USTs and gold not greater when CBs are in "thou shalt not pass" mode compared to managed decline mode?