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Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz

RiskReversal Pod

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Unfortunate Names and Poor Performances

The speakers discuss the unfortunate names of individuals and companies, including SoftBank, and delve into the bankruptcy and poor performance of companies like WeWork and Arm Holdings. They analyze SoftBank's trades, credit Swiss's involvement in green sill, and the disappointing IPO prices and guidance for companies like Instacart and Arm. The chapter also covers the transition away from easy money and an investigation into Morgan Stanley's private wealth division.

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