Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
RiskReversal Pod
00:00
What Does It Mean to the Market?
I think the focus on all these inflation prints, whether it's point one highr or point to higher, is nuts that that's how you're oing to trade the market. Of the long term fundamentals are going to matter the mosta as that works its way into the market. And i just don't see a lot of bullish catalists out there. We're long energy stocks still. People come at us, a little bit of oil's going to fall. We're short a lot of stocks though. There's a lot of high priced stocks,. A lot of stocks that are reverting to the mean in terms of, get this coved, reverging to the mean
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