MI156: Masterclass on SPACs w/ David Sherman
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Fed Is Not Going to Be Able to Continue to Unwind
The market is ahead, and has been ahead, of the fetes movements. What's concerning is not an inverted yeldgrif, but concerning as i haven't seen a capitulation trade. The spack market sort of sideways, call it flat. Since the end of october, actually,. Yet the yield as an asse class is gone up. They're relatively flat now. But they're short dated duration. That's a pretty good defensive outcome, and you're earning more yield. So i'm more concerned about where are we in that capitulation trade, because i want to be a lequidity provider. I want when people need money, we're waiting on the
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