Capital Misallocation
just THINK about it
What Do the Bulls Believe?
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What Do the Bulls Believe?

In today’s inaugural episode we discuss the premises underlying the ongoing bull market in US equities and where those premises may be shaky with long time market veterans Larry McDonald and Rupert Mitchell. In addition, Larry and Rupert discuss a few of their favorite trades currently and discuss some Emerging Markets plays in India and Brazil.

Discussion about this podcast

Capital Misallocation
just THINK about it
Capital Markets, Capital Misallocation, Trade Ideas, and Random Musings