Positioning

From the Julia La Roch Show link here.

Time stamps are below:

4:00: Insurance companies buying private credit

5:15: ‘Valuation lag’

7:55: Fraud & The cockroach theory

12:00: Lehman Brothers

12:38: No promise of support from the U.S. Government

13:08: Blackrock scrambling for cash

13:55: Positioning

14:40: Financials still overvalued

19:20: Level of risk

27:20: Teapot Dome Scandal

28:50: Trump administration to end in a financial crisis

29:25: Different than 2008

30:00: Commercial bailout?

31:00: Insurance companies & annuities

35:00: Gold standard

36:30: Bank sell-off

36:57: Rate cut

Stay Tuned

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