The Uncertainty of the BDB Market

Mosh: I don't want to call a recession, but I'm certainly on the BDB type of relationships. Customers aren't filling their inventory or as quick as they used to and because of uncertainty. If we do avoid a recession or something, it's going to be pretty cool to see how that comes back. You have this slow bleed in companies not making money or not, not profitable, bad balance sheets. And then you've also seen stocks that are actually using these additional valuation metrics like momentum plus an emo method.

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