WATCH YOUR BIDS (s2026 e17)

Seth Klarman on bubbles, Warsh is no dove, Mike Wilson, Cliff Asness, the trio from Goldman and a little bit of geopolitics to end the pod...

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.