If we'd spoken a year ago, eric, if i'd said, luck eric, oil's going to be above hunte box. Us Treasury yields will be three %. The s going to be very hawkish, or sound at least sound very hawkish. You kow, the yen is going to get crushed. And if i told you, and by the way, you're going to massively out perform us. Treasuries by owning brazilian bonds, thay'll be up for the year, and indian bonds, they'll be flat. These are the guys that are actually benefiting from the degobilization of financial floes. So it tells you

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode