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Take It To The (Debt) Limit

RiskReversal Pod

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Microsoft's a Great Company. It Will Be Around

Don't use how much the stock is down as a reason to buy it because it should have been there. We got out of a 13-year blissful period where money was free, and now we're not. Howard Marks his comments, which I know you saw, he's like, listen, high yields too rich. It's up way too much to start the year. Take a deep breath and then readjust to reality,. He thinks is not cataclysmic, but he thinks is coming here.

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