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. https://open.spotify.com/episode/3jFRvU5SXRjmefjOHZWfC7…