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MRKT Call: Chips Warning to the World

RiskReversal Pod

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The Fed's Playbook for Rate Cuts

I think there's two scenarios where rate cuts could be contemplated in the not so distant future if you saw inflation readings like speed up to the downside. Even with rates higher for longer is there scenarios where the dollar could break and find its way below that kind of a hundred dollar level yes absolutely. I don't think people fully understand how great a baseball player Henry Aaron was look at his numbers he gets somehow. For me Henry Aaron's at the top of the list then you look at a Lou Gary whose numbers were just stupid some of the things that he did. Sandy Kofax or Bob Gibson as well those are the two pitchers I want on the hill for me but you know Henry Aaron

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