
MRKT Call: Trading the Bank Blowback & Block Buster
RiskReversal Pod
00:00
Bank America Is About to Make a New Multi-Year Low
The markets are looking past what's going on in the banking sector and then flooding into names that you know now we're just gotten themselves flat out expensive yeah. We also talked yesterday a little bit about some of the breath that had been you know really narrowing into some of these mega cap tech so like just give me a quick comment I'm just curious on what you thought about Treasury 2nd Secretary Yellen's comments because I heard you unfast money last night and that's the thing that you wanted to most focus on. Yeah we led the show with you know with the Fed and I said look I mean I thought the Jerome pal stuff was somewhat benign and actually somewhat dovish I said
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