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What’s Price Got To Do With It? A Conversation With Cameron Dawson

RiskReversal Pod

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The Future of the Bond Market

The S.M.H., the socks, the semiconductor is up 11%. If I didn't know anything, and a lot of you guys who listen to me, you tweet price, oh, you don't know anything,. But if I didn't knows anything was going on, I'd buy that chart right now. We have to remember semiconductor socks are extremely, extremely cyclical. And so if all of these things can't be right at once, something will have to either catch up or fall short.

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