Cross-Asset Markets Review Episode + Squirrel is Selling Uranium
Benny & The Squirrel: Ep. 24
Show recorded on the evening (EST) of Monday 9th February.
In Episode 24, Benny and The Squirrel cover a ton of ground in 35 minutes:
Reaction of the rates complex to the ‘Fed - Treasury Accord’
How to play it in SOFR futures
Japan’s post-election “Inverse Triple Yasu”
Reflections on the Tom Jens interview- time to sell uranium?
Risk managing the SaaS-pocalypse short
Strap in!!