Red Bull and Vodka Economy (guest: Harris Kupperman ‘Kuppy’)
The Market Huddle
00:00
The Fed's Grassroots of 2024 Trade
The two-year keeps eating it. I don't even can you imagine some idiot that would actually be long that thing? The market has underestimated the chance of re-pricing at the long end. When you do nail it, it's going to make stupid money. It's probably going to be one of the best trades of the next three, four years. But timing it is the bitch.
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