“You know, it's largely just due to the BP intensity, the…” — Chat With Traders at 16:38
“You know, it's largely just due to the BP intensity, the buying power intensity. But I would also argue that you run the risk of weird. So many weird things were happening where you couldn't be so confident that other stuff wouldn't get blown out either. So you're also opening up to the risk that that spread will…”
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