Comments
Transcript
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MGOne of my favorite conversations so far. Awesome job Mark and thanks on not only touching on today's problems in macro, but what it could mean over the next few years and importantly how to potentially profit from it.
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lmGreat content as usual !!! Quick question from a beginner here haha So by keeping the yield curves flat to not hurt the banks as Mark Orsely was discussing , is this because if the yields on bonds are higher, people will take their money out of the banks and put it in bonds as the yields are too attractive compared to what a depositer would receive from a bank ?
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lmGreat content as usual !!! Quick question from a beginner here haha So by keeping the yield curves flat to not hurt the banks as Mark Orsely was discussing , is this because if the yields on bonds are higher, people will take their money out of the banks and put it in bonds as the yields are too attractive compared to what a depositer would receive from a bank ?
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LCAnother exceptional interview with Mark Orsley covering a robust range of topics from YCC, HY credit, looming Japanification and the fallacies of buying the dip. The great dynamic between Mark and Ed made for a highly enjoyable & insightful hour. Looking forward to the next one!
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FDOutstanding interview, thank you very much.
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MdThanks RV, this is a great video - I like the questions coming in and being answered (it feels more personal than RV Essential). Oh and as always, Ed Harrison is GREAT!
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lDcool cucumber this guy nice 1 ed
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SBExcellent discussion. Excellent guest.
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PSGreat job, Edd & Mark. You covered the whole spectrum of topics with concrete insights and data points. Appreciated how Mark defined the left tail including his estimate on SP500 figures. Thanks a lot!! I expect a short term rebound and phase 5 sell off among April earnings, too.