Episode 122: Plumbing

In this week’s episode, Ian, Dave, and Dan discuss the big picture when it comes to trend identification, some high-level perspectives as well as behind the surface items such as credit spreads, treasuries, commodities, seasonality, and currencies. They also touch on areas of the market that seem to be working in the short term as well as characteristics they would like to see to change their minds on the overall structure of this market.