In this week's episode, David and Ian discuss price behavior since May 6th, the concept of "shorting the weakest areas", and Solar stocks. David gives his thoughts on the longer-term rate cycle. Ian gives his thoughts on having a thesis and the abilities (or non-abilities) of vehicles to use. Also, our thoughts on the Future Proof conference.
In this week's episode, David and Ian discuss price behavior since May 6th, the concept of "shorting the weakest areas", and Solar stocks. David gives his thoughts on the longer-term rate cycle. Ian gives his thoughts on having a thesis and the abilities (or non-abilities) of vehicles to use. Also, our thoughts on the Future Proof conference.