The Cash Stays on The Sidelines.
Nov 12, 2023•1 hr 9 min•Season 2Ep. 83
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Summary
Inside Baseball critiques Stanley Druckenmiller's public yield curve trade, arguing its negative carry and lack of catalyst. The hosts express deep concern over the financial system's vulnerability to ransomware-as-a-service, enabled by Bitcoin, linking it to global adversaries and suggesting drastic solutions. They also discuss geopolitical tensions, campus protests related to the Israel-Hamas conflict, and the market's surprising resilience, with humorous tangents on golf and Tesla navigation.Episode description
The podcaster did not provide a description for this episode.
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