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Take It To The (Debt) Limit

RiskReversal Pod

00:00

LL Cool J Betsy LL

Lori Logan is the Dallas Fed President. She replaced Robert Kaplan who obviously traded very well in 2020 and I just stepped down. Keep an eye on her. Goldman Sachs quarter was miserable in a word. It's all part of the past issue we've been trying to put out there. Layoffs are coming. Margins are contracting, slowing down in the economy. And when I think about some of these bank stocks, last week after their results, they got down five or six bucks.

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