
Excuse Me, I Need to do Some Hedging Trades with Jim Chanos. Also, an interview with iConnections co-founder and CEO, Ron Biscardi.
RiskReversal Pod
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The Dotcom Era, but It's on Steroids
We're on the precipice of the fed raising interstrates 50 basis points for the first time since may of two thousand. The worst part of that bear market, you and i have talked about this before, was really the back half of o one and most of o two. I think it's the dotcom era, but it's on steroids. And by steroids, i mean there's a couple of other aspects here that we didn't have in the com era that make this far worse. Nm two, everything is much more leveraged than it was in 19 90. We hadn't taken on the debt levels, either globally or domestically, like we have to day.
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