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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Fed's Reaction to Inflation
Prince: The Fed needs to walk back their current tone to have any type of positive view on risk assets for the next six to nine months. We were long Brazil, which we found is trading significantly to discount, a huge discount to commodity prices. And we're going to take advantage of the price, against the basket of tech names, as well as broad sort of industry stuff that's more of an active basis.
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