Linked trade ideas span 4 sources.
Bullish: Expects volatility to spike as market participants suddenly recognize fiscal tightening reality, potentially triggered by constitutional crisis, with defensive positioning accelerating the move Bearish: Market volatility is expected to decrease heading into the holiday season, supported by improving earnings...
“I think more and more people just from like, you know, self preservation thoughts or defensive positions will start to think as I'm thinking”
Forward Guidance — The Recession Has Already Started | George Robertson
Forward Guidance
5 recent episodes
BG2Pod with Brad Gerstner and Bill Gurley
1 recent episodes
Odd Lots
1 recent episodes
Unchained
1 recent episodes
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