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Stock Market Playing Kick the Can with Liz Young, Jim Chanos and Danny Moses

RiskReversal Pod

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Is the NASDAQ Really the Fattest Pitch in the Market?

The NASDAQ looks like the fattest pitch in the market right here to sell this for all the reasons that Danny just mentioned and you mentioned about S&P earnings right now. If you thought inflation was coming down to two to three percent why would you be buying the tenure at three percent or three and a half? The only reason you would is because you believe we're going back to a QE ZIRP mindset. That's the one thing I don't think is happening.

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