Vall has just continued to rise, and i think is set to continue til the upside. We were coming from a really high place. This was kind of one of those terms that i've used before as it pertained to valmagetin stuff back in the days. And you had this titonic shift with regard to an inflation landscape which for the last ner 20 plus years, by and large had been written off for dead.
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9
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