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The Mother of All Bull Markets in Treasuries with Alex Gurevich

The ACID Capitalist Podcast

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The Next Perfect Trade

I'm looking for those situations, I'm looking for trade pairs in which you don't lose money on both of them. This is what exactly this is my book, the next perfect trade. And there's a scenario with a lower probability, the blow up deflationary scenario, where yes, you would lose money in oil. You would at some point dynamically reduce risk on it, but you would make you would have immense convexity on your treasuries. Yeah. That's come I'm thinking about it. So if we think if we think of this city landscape and we like treasuries, but you conceive of portfolios which have, they don't have quadrants, but

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