RiskReversal Pod cover image

Fair Warning with Mike Wilson of Morgan Stanley, and Breaking News from Brady Cobb

RiskReversal Pod

00:00

What Are We Doing?

Danny Cevallos: I was driving to Boston the other day and Brady had posted this, but we got invited to speak at Harvard Business School. We're on the phone with Vinnie and Porter for 22 minutes just shooting this shit. It was just a back and forth of like, what are we doing? He says people want to see that number right down the middle because no one wants to have to evaluate it. If it's a bad number, the Fed probably won't recognize it. They'll come out and they're all out there saying, hope you're listening.

Play episode from 45:24
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app