What happens in Vegas…. Gets Dished on this Pod. Overheard at a Derivatives Conference, Part 2
Mutiny Investing Podcast
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What Are Insurance Companies Doing?
Insurance companies are controlling nor trillions of dollars assets. And where the they flow into markets is what's most important to us. They're not hot money by any sense, and they don't have that nimbleness you really need to pay attention to. So for them to turn it takes a very long time. Can affect markets for three to five years before they move in and out.
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