Carson Block on Investment Environment, BXMT Short

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  • Опубліковано 25 гру 2024

КОМЕНТАРІ • 8

  • @noremacmada
    @noremacmada 5 місяців тому +2

    0:36 - Good point. I'm not sure I've experienced a situation where I've observed a disorderly outflow from indexed funds (I am old enough to have observed disorderly outflows in other classes though)
    4:54 - Holy smokes. This story, to me, screams "a very special" OddLots level of content.
    10:13 - Scary the dude against whom enforcement was enacted has, what I interpret to be, such a smooth explanation for why they are just kickin' it and will be for the near term. He's definitely taking some risk, but when you pair it up with today's Bloomberg Brief and its guest's announced and implied economic scenario descriptions, their probabilities, and confirmation datapoints...well....maybe I will regain confidence sooner than rather than later. But for now I'm being patient and watching the data.

  • @960john
    @960john 5 місяців тому +1

    Bank OZK is trading at 6 times earnings and has good management. I wouldn't short it

  • @LindsaySperl-r4v
    @LindsaySperl-r4v 3 місяці тому

    Langosh Summit

  • @Joe-nj8py
    @Joe-nj8py 5 місяців тому

    This market under Biden has been a catastrophe for most.

  • @BugMateo
    @BugMateo 5 місяців тому

    Carson's face has gotten bigger... perhaps his body is smaller? I guess we will never know

    • @Tendomcgoobin
      @Tendomcgoobin 5 місяців тому +3

      @@BugMateo Ozempic

    • @GiftCard-l4h
      @GiftCard-l4h 5 місяців тому +2

      He does look thinner. Maybe it’s O like the other comment stated