Summarized by Dodly:
Test Mode: You can make a very strong argument that this econ
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You can make a very strong argument that this economy has never been more leveraged to the fate of the S&P 500 than at any other time in history. >> The third time it happens on a weekend. We've got to start saying somebody is making literally last time I checked I think there's a billion and a quarter that has been made off of the five big trades front running oil. like like at some point we have to say this is no longer a rational market. >> You have these periods of time where you've had a revenge of the real world where hard assets end up becoming something that is more valuable or more in demand than soft assets, services, intellectual uh property, all of that. And what's interesting is that the these points at when the revenge of the real world strike is always right as you see peak concentration within equity indices. Those other podcasts, they're clickbait, but this this is clickbait. Should market professionals have private conversations in public? Well, if nothing else, just to prove that all we know is don't know nothing, clearly. So, who's with me today? Because it's been a...