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Don’t Get TOO Bullish With Anthony Crudele

Lead-Lag Live

00:00

FTX

Michael Borsuk: I've been pretty loud really since October 2nd up until this FTX stuff started taking place that the sentiment was very dark. There were a lot of silly, this is my view, silly narratives around why the path will continue a way that it continued. He says things look a little bit less clear, at least from his vantage point, when it comes to conditions favoring a continuation in whether it's a melt up or a bear market rally. To me, there's really no clear definition on the middle of the right to be going with it, but people get so obsessed with this stuff.

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