WATCH YOUR BIDS (s2025 e28)

Euan Sinclair's great clip about risk premium vs. market inefficiencies, then Rob Arnott talks bubbles, Mike Wilson is still bullish, Barry Knapp thinks the Fed is late, and much more...

This week’s included clips

For those who are interested in the specific clips that I have highlighted in the attached podcast, please find them below. Don’t forget that they are all included (along with my commentary) in the actual podcast.