Panic with Friends - Howard Lindzon cover image

Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)

Panic with Friends - Howard Lindzon

00:00

Is the Fat Pitch Set Up Right?

There's been 18 instances since 19 50 that the s and p is up at least a greater than 15 % during the first three quarters of the year. Don for your own portfolio. Han, you're now that you're doing it for yourself, cause you'reyou're helping us on the venture side. When when the topic becomes a tenure, how are you looking at the world? Are you just trading more and having more cash o or a point of view that you have here? I mean, i've been pretty on the side lines over the course of the a, the past month.

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