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What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital

RiskReversal Pod

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The Selloffs Make More Sinners Than the Rallyes

I think everyone was little taken aback by the rally last Thursday, kind of inexplicable. And for some reason to me, and this is why we're talking about it, some reason the selloffs make a lot more sense to me than the rallies. The first time people looking at budget deficits, people looking at physical debt. We're talking about a flea on a cow's ass in terms of 70 billion or 40 billion sterling on a what? Two and a half trillion dollar debt load in the UK.

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