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17min chapter
SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz
The Compound and Friends
The Implications of a Top Strategist Stepping Down
This chapter delves into the news of a top strategist resigning from their position at Morgan Stanley and explores the reasons behind this decision. It discusses the impact this departure may have on the market, as well as the strategist's reputation for being bearish. The chapter also includes personal anecdotes and speculates on the high cash positions in client portfolios.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode