What are we Doing with Vincent Daniel and Porter Collins, plus a Conversation with Adam Demuyakor of Wilshire Lane Capital
RiskReversal Pod
00:00
The Bottom Is Here
Manger: We've had a couple days of this FOMO. I just don't think that we're even close to that because the realization what is clear is not just energy costs, it's rates. And every time we feel like there's going to be a, quote, bail out or someone's going to change course, RBA only goes 25 basis points a set of 50. So energy prices go up. So it then itself fulfills the other side.
Play episode from 17:33
Transcript
