CHARLIE MCELIGOTT ON THE SAASPOCALYPSE
@tracyalloway and I talk to Nomura's cross-asset macro strategist about what software, silver, and Bitcoin all have in common. And how so many popular trades all blew up at once.
A must listen on your way home.
Tons of interesting ideas here including
- Extreme bullish equity positions across hedge funds
- The problem with the "debasement" theory of precious metals
- The transition from big tech stock buybacks to big tech CAPEX
- How levered retail instruments amplified the moves
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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