MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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Variant Perception: A Research Firm That Uses Leading Market Indicators
With the banking crisis, you are starting to get some investment grade kind of financial debt starting to offer high and high yields. So I think that's worth sifting through to pick up some pockets of value. Other than that, obviously there's been some dislocation as well in terms of credit space. And with the premium, you can basically buy a lot of very interesting option plays in related assets.
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