RiskReversal Pod cover image

Turning Japanese and a Conversation with Stuart Sopp and Trevor Marshall of Current

RiskReversal Pod

00:00

PayPal's Transition to FedNow

PayPal has leadership issues, which is one separate thing, right? So they've got like a transition thing going on. Two, we've just had Bill Ackman short the 30s and the 10s. We've got the Fed issuing $1.85 trillion of bonds. And so what you're seeing here is a massive overhang, a macro.

Play episode from 31:51
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app