Risk On
@riskonpodcast
Conversations with sharp minds & independent thinkers in markets, geopolitics, and life without the corporate filter | available on Spotify | by @arbitrageandy1
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https://open.spotify.com/show/7ixAbDKQneM7H1UALCEK8o?si=e7d095c964f044b3 13-02-2025 18:17:09
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New ARB Letter out this morning. Torpedo warfare is back on the menu, Bitcoin’s strange resilience, AI layoffs accelerating, cracks forming in private credit, and the political moment we’re in right now. Today we cover the major stories worth paying attention to
Bunch of equities on my shopping list right now including: - $ONDS - $SWBI - $CAT - $SMCI - $MSFT Just sent out the ARB Letter Spring stock list covering names across defense, energy, AI, infrastructure, and tech
doesn't get much easier! hope you guys read ARB Letter least week lay up play alongside $KTOS
New ARB Letter just dropped, we cover: - JPM and Morgan Stanley dip buying - $INTC $ONDS $AVGO and other names - The backlash against AI and data centers - Prospects of Iran peace deal and the software pump