I dive into the recent market action, yield curve, and currency moves. I share why I think the market can rally in the face of uncertainty, and a long term short idea. Lastly, I share a lesson that I have learned over the past year of trading and watching the markets. 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