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Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins

RiskReversal Pod

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Shorting Is the Hardest, Most Painful

This is the first time in 13 years you actualy are under riding both stocks and bonds. Shorting is the hardest, most painful. It's a skill set, but it takes a lot of patience. Here we are under appreciating how bad things are in europe. Forget about geo political risks in china. You can get taken out of a name. So i just think we got to pull our head out of the sand and look at the mackrol here. I've really tried to say level headed. And i mean, i was barrish before t to day to day's act. I just made it worse. Y, you made it real quick.

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