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On TCAF this week, Josh and Michael spoke with Dan Greefield, Chief Economist and Strategist at Solus Alternative Asset Management, and Alexandra Semenova, Reporter at Bloomberg News. They discussed oil prices and the market's reaction, the SpaceX IPO, V-shaped recoveries, the opportunity in private credit, and the worst stock ever. (Listen)
CHART OF THE WEEK
Nvidia is the largest company in the world by market cap. It now trades below 20x forward earnings. As Matt Cerminaro notes in this chart, this is unusual given recent history.
MERCH
We’ve got new merch! Check out our new long-sleeve ‘Public Equity’ long-sleeve tee. Check out all our cool merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by Steve Sosnick, Chief Strategist at Interactive Brokers.
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