AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
6min chapter
The Hiking Cycle Is Over
The Macro Trading Floor
The Equity Market's Funny Rally in April
April is one of the strongest seasonals in the equity market. It might be you get a window where very myopically markets decide to chase equities on the way up. If Andreas Ortiz is right and macro data keeps coming in weak, by definition rates vol should come in. But it takes a bit of time for negative credit impulse to show into recessionary data.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode