I talk about the recent market moves, scramble for collateral pre-market, collateral shortage, the debt ceiling, as well as the eviction aid expiring. I make my case for why one should think twice before buying the recent dip. 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