Macro Advice and Analysis

I would love to meet Kyle Bass. I was 20 feet away from him when he was just about to go in and interview George W. Bush at the conference in Dallas. Lewis Gave is cooler than the other side of the pillow. Hugh Hendry is a trip. Rowel is heavily focused on cryptocurrency, but I do listen to all of his views. Dave Rosenberg is another smart guy for sure. All right, gang, I'm going to wrap that up. We got some good conversations out both about the markets, music, food, everything. That's my kind of beer with Tony Greer.