Did Banks get the SaaS Flu?
Benny & The Squirrel: Ep. 26
Show recorded on the evening (EST) of Sunday 15th February.
In Episode 26, Benny and The Squirrel cover a ton of ground in 40 minutes:
Equity Dispersion - what is propping up the QQQ 0.00%↑
SaaS Flu extending to the commercial banks
Current opportunities in rates markets
Shifts in the vol complex
Crowding and leverage risks in emerging markets?
Make sure you join us again on Thursday. Tom Roderick, CIO of Trium Capital, a London-based macro hedge fund.