A bullish view on US equities... in 13 minutes | Barclays Investment Bank
"Beneath the surface, the sector moves have been brutal. We're seeing sharp rotations as investors rapidly have to reprice global risk." - Alex Olman [00:00:51]
"I can sell as much Nvidia as I want and I can buy very, very little of a lot of overseas companies. That liquidity mismatch works in both directions." - Alex Olman [00:02:19]
References
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