Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
00:00
The Importance of Being Short and Wrong
I think a big part that differentiates me from many strategists is again, bulk of my career in the strategy side. My left Merrill in 2007 has been at boutique shops that were not dependent on banking. So it's fantastic and the kudos to the management team there for allowing us to do what we do best. When you're bearish, you better have a solid story and better not, but just be the markets expensive.
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Transcript
