MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
Macro Voices
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Investing in Long Defensive Short High Beta
equity, thematically was clear as day two, just a massive downshift. A lot of the year to date rally kind of prior to March had been in all of those very crowded shorts from last year. What is working is low risk factor, right, you know, kind of classic, like long defensive short high beta.
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