I'm Going to Agree With You, Long-Term, but Short-Term

Michael Noss: There's some pretty big dynamics happening that are only going to be clear with a few years down the line. Short term, I think the conditions are there for continuation higher, surprisingly, and outside. He says he thinks at some point this year, there's a credit event. "I am worried about the credit event as well"

Play episode from 56:22

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app