Episode notes
“When you have that many people short – you get squeezed.” – Ben Carew, CFA.
We have a lot to cover on this episode of Tandem Talk. We kick off with a debrief of the past month and recent market events. In usual Tandem fashion, we lay it all on the table and try to make heads or tails of this ever-changing market environment we find ourselves reverting back to time and time again. To wrap things up, we play a fun game of “Yes or No, does this affect Tandem’s portfolio?”.