
Episode #65: John Netto- Maximizing Return Per Unit-of-Risk
Confessions Of A Market Maker
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What's the Market Narrative?
The market narrative is really important because there's a few things like ne that are generally conducive of rising stock prices, risein assit prices. That's axis to liquidity, economic growth. And so when we talk about market narrative, we'll gen it. Why? What's yot play? Is it, you know, how convicted can i be around a short trade when the fet is commited to lower the log and the fet is committed to seeing inflation take place en? On balance, you not want to be selling dips, right? I don't mind you selling new hies, ok? And like very tactically, but i'd rather buy dips, or buy or by
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