SFJB

sariance vwaps

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@bennpeifert They just let go some credit PMs. Not sure if you like them though

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@choffstein @ptuomov flex. tape.

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@bennpeifert looks like a pod shop or two is going to blow up before we get an update from you on this 😂

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@TheStalwart ETA on blowing up pod shop news?

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@junkbondinvest wdym? too cheap?

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@bennpeifert looking fwd to good news, benn!

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@bennpeifert @chamath And land acknowledgement before they start their All In podcasts

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@ThePythonQuant did u enjoy the united game?

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@GestaltU when you want credit to act like equity, it acts like fixed income. and when you want it act like fixed income, it acts like equity.

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@AgustinLebron3 I quite like this! Very much like soviet education system.

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@TheStalwart NYC mayor is popularizing soccer, eh?

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@premiamgmt @LeylaKuni 🔥

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@premiamgmt I know one and I think you know him too - Nadim Rizk 😁

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@premiamgmt @alexarnault @Nike @jessecohn4 Sorry, was wondering about Nike. And thanks, that makes sense!

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@choffstein are they still allergic to private assets? lots of places replace the inflation-hedge with real assets (infra, real estate, ag, etc.).

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@investingidiocy @DeepDishEnjoyer nb tbh

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@ethanrkho why tho? ask them to be transparent

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@bennpeifert Hope you're doing well benn!

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@MikeZaccardi interesting! are these charts not publicly available?