This Jan. 24th podcast, titled "The Consensus Trades are About to Unravel" is looking more prescient every day. If you missed it in Jan. you should listen to it now.

https://www.youtube.com/watch?v=OOwNqYclvEQ&list=PL9hNbo_Ztnr9kyeIy53_uudXtRPTbOjAw&index=9

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