Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
00:00
What Can Go Right?
"We get labeled sometimes, Dan and myself and Danny Moses as always being pessimistic or half-empty," he says. "Our view is that we don't think anything's going to happen in there (Taiwan) Immediately, we don't have any great incentive formation ... but there's enough going on around the world that seems unlikely they want to create another problem." On the other side, I would say what could go right is maybe there's some stalemate in Ukraine, maybe there's calmer mines relief here,. It's not going to be a problem area for a while, but it's something short term we could look forward to!" He wants to buy US treasuries because
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