My buddy
has had an incredibly hot hand of late so it was time to catch up with him in what turned into my favorite phone call we’ve had so far. We talked everything from Dispersion / Correlation to positioning in China, autos, PGMs — loads in here and I hope you enjoy listening to us chat on the markets!Standard disclaimer applies: none of this is financial advice, you're listening to two buddies talk about what they are seeing in the market but you should definitely do your own homework!!!
