“Non-linear, combining macro, broken mkts, retracements, style-factors, deflation theme, just as in 08-09 mkt confuses insolvency w/ illiquidity, signals thru the vol channels, trading the journey, we are in the world of probabilities, Fed backstop of cr mkt, capacity utilization slack is collapse in aggregate demand, Front Run the Fed!, $ risk off strategy, vol events, agnostic on MMT, twin deficits,— adheres to Bayesian discovery. We love New York, Go Team
Hedgeye, thank you Anthony!”
jj wx via Apple Podcasts ·
United States of America ·
05/04/20