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 Stock Market Is Not the Economy
The economy is not the stock market and the stock market is not the economy. We've never been in a quote cycle like this. I don't believe that the stocks are reflecting, obviously, what's on the come. And certainly banks get the benefit of higher rates near term without the credit costs coming. But that trend only has one way to go.
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Transcript
