2min chapter

Odd Lots cover image

Pierre Andurand on What Europe Needs to Do This Winter

Odd Lots

CHAPTER

The Price Disconnect From Fundamentals - Is That a Good Idea?

a pierre anderand from anderon capital, thank you so much for coming on. I do think this idea that the price disconnect from fundamentals, or, you know, maybe not completely disconnected from fundamentals, butthe idea that it's so volatile right now, the moves are kind of unexpected. There's lots of illoquidity in the market, and that makes it harder for everyone to deal with what's happening right. That was a point that alex turnbull made in our conversation a few months ago with havier plasaint.

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