Monday afternoon I was fortunate enough to be on Fox Business with Liz Claman along with my buddy Joe Fahmy from Zor Capital. I couldn’t be happier to be debating markets with someone who actually puts risk on and allocates capital to try and take advantage of a given thesis. Joe is someone whose work I respect very much so it’s nice to see we are on the same side of the trade. Both of us see higher prices in US Stocks for different reasons and we each put out different ways to express this bullish thesis.
Here is the video in full:
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