
Tangible 20s (guest: Dario Perkins)
This week we welcome back Dario Perkins from TS Lombard. Dario updates us on his macro views, explains why this is a “fake” cycle, and most importantly, quantifies the moron risk premium. Help us name the new segment! http://bit.ly/41tLjJI *Got questions
The Market Huddle · Patrick Ceresna & Kevin Muir
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Show Notes
This week we welcome back Dario Perkins from TS Lombard. Dario updates us on his macro views, explains why this is a “fake” cycle, and most importantly, quantifies the moron risk premium.
Help us name the new segment! http://bit.ly/41tLjJI
*Got questions for Kevin and Patrick? Submit your questions to: [email protected]
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