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Listen "The Recovery Tripod - High Quality Spreads"
Episode Synopsis
Dan Krieter and Dan Belton discuss the rally in risk assets over the past two weeks including the three main drivers of the recovery: economic re-opening, positive news around a vaccine, and stimulus, as well as how spreads would respond to a negative turn in any of these factors. Other topics include US/China tensions and potential for long-term spread market impacts of the pandemic.
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