
Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die | #351
The Meb Faber Show - Better Investing
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Are Any of the Big Macro Shops, Like Drucka Miller, Entering Into It?
The ability to pick the ones with the outside winds is really all that matters. I think right now it's very experimental within those firms. Rlobeta, high, sharp, long, short desks want to do arb. There are still some really good arbs in the space. We may do this eventually. i'm sure somebody's going to do kind of a leverage, stable coin yield farming fund. Because relative to a classic fixed income fund like these things look really good from a risk perspective.
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