Macro Hang #2 w/ Jeff Booth, Preston Pysh & Greg Foss
Bitcoin Rapid-Fire
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The Re Pricing of Everything
There's only about forty big asset managers that matter in all of canada. And pension fund counting in pensions is so disturbingly o and actuarly bad as well. It happens slowly, but it's when one person breaks the pack. i saw this happen in the high yield bond asset class in canada, which was literally 20 years behind the high ild bond assetclass in the usa. I'm going to stop talking, cause we want to hear from him. But yonono jsy sory, this is key. It's going to happen. Presson.
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