@MarketsWithMB A gut punch! MB and Liam - you have touched more lives than you would ever know - this was always the one podcast that would get me more excited than any other when an episode dropped. So many life lessons in that 5 year inventory. Condolences to Sachs family and friends.
@Grainjones Always appreciate your insights. Important to hear alternate takes in any debate, especially when it's well articulated even if one disagrees with. Keep 'em coming.
@SantiagoAuFund Regardless of what side of the USD debate you fall into and where you are domiciled, being long a mix of commodities (with appealing supply/demand characteristics) is probably one of the very few clear "trades" out there over the course of this decade.
@DiopterF3 @SantiagoAuFund Depends on the investor domicile. If BRICS domiciled and subject to currency devaluation and/or inflation, physical gold should still be a safe bet. If US domiciled, maybe a mix of broader physical commodities (outside and inclusive of Gold).
1/ Due to the overwhelming response to my recent conversation with @LukeGromen I'm releasing the episode in its entirety in front of the paywall.
https://t.co/oqJ4A4WI9H
This is an enormously important conversation. Please feel free to share it with anyone you feel might benefit
@UrbanKaoboy@SrivatsPrakash Such a great podcast. Thanks to you both. @UrbanKaoboy any good reads out there that you recommend on capital structure in general and in regards to arbitrage trading on that front?
@trader_ferg@spiderman_cap Any pointers on how you go about deciding to allocate capital between the warrants striking at 132 vs stock currently trading at 28? Warrants are basically OTM options on a run up over the next few years. The strike itself is close to 5x from here though.