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Two Trades To Navigate This Regime Shift
The Macro Trading Floor
I've Been Short on Equities for a While, Am.
The macro narrative has been unfolding, all good and andy, but right now the situation is a bit shifting. A thing under the surface, and it's shifting towards am, from multiple compressions that we have seen happening. Ande, maybe shoul in the guess twoerti, so it's time to introduce the second guest of the weekand i don't think you need be a methematician to guess who it is. It is my friend alfonso picacello. Is that still the case with what you're thinking about equity workis givin the developments that we see? I'm lucky enough to be right too. Andreao shortonesenp from
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