WEEKLY WRAP-UP (s2025 e09)
Audio Edition: jam-packed with a bunch of great clips, but don't miss Dean Curnutt's highlighting of the risks in the dispersion trade and David Rosenberg's stunning change when it comes to fiscal
AUDIO EDITION: This week, I have a ton of different clips, so I won’t bother teasing them all, but I do want to highlight a couple before I get started. I grabbed a section from Dean Curnutt’s recent Alpha Exchange where he melds the rising geopolitical tension with the dispersion trade. This is a risk I’ve been writing about for the past few quarters, …