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SI235: Trend Following's Reaction to SVB Collapse ft. Mark Rzepczynski

Top Traders Unplugged

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Investing in a World of Uncertainty

This week highlights both of these concerns, one, liquidity, but it showed up in a different form, namely in a bank run that just wasn't enough liquidity at the bank. And we also talk about this, you know, that we have to imagine the unimaginable. So, I think a lot of these discussions that we have ongoing, they may feel a little bit abstract in the now when we talk about them. But I don't think that makes them less important and less relevant because we're living in a world that is changing dramatically.

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