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MRKT Call: Chips Warning to the World

RiskReversal Pod

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The Oil Commodity's Volatility

I still think you stay long equities I understand why people would say you know what if some global recession or some global slowdown is on the horizon and maybe we're in the midst of it there's absolutely no reason to be long. My thesis for quite some time has been sideways crude oil given the environment and given how well run these companies are now is supportive of the equities that was true until about two or so weeks ago but I'm going to sort of hang on to that both thesis in the equities alright there's two. go let's see I'm gonna keep a tight one on this one but you know again I mean part of it is not being there ahead of time right

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