I go over some ways to defend a portfolio from inflation, Larry finks opinion on inflation, the beige book, recap market moves, and explain why I am buying puts on amc. Irrational exuberance is alive and well...be careful. Thanks for listening.
Oct 2023
EPPY 101: A Castle Made of Sand.
On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!
28m 36s