Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
RiskReversal Media
4.7 • 836 Ratings
🗓️ 27 May 2022
⏱️ 62 minutes
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| 0:00.0 | In 1982, I stepped foot into my dorm room and I met my college roommate. |
| 0:06.9 | The name was John Lyons, John Kevin Lyons, a musician from Mechwan, Wisconsin, |
| 0:11.9 | and brought with him a number of albums, some of which I had never seen. |
| 0:16.5 | And one of the albums was from a Canadian group called April Wine. And the hit song on that album, |
| 0:23.0 | Danny Moses, was just between you and me. I know that our love was meant to be. And I got to |
| 0:30.0 | tell you something, as we sit here today, this podcast, young man, is just between you and me as |
| 0:37.3 | Danny Nathan is traveling. How are you, Danny Moses? |
| 0:41.4 | I'm good, buddy. By the way, a few years after that was the original top gun release. |
| 0:46.4 | I'll tell you why. I think we're in a top gun moment here, but please continue. |
| 0:49.8 | Well, we're in a top gun moment. And, you know, it's funny, we get cast and I think we get labeled as always being |
| 0:55.4 | dower negative. |
| 0:56.5 | But I will tell you, and you've tweeted some things out, and I really want to drill down a bit, |
| 1:00.7 | that you're starting to get a little more constructive. |
| 1:02.4 | I don't think by any stretch you think things are over, but you're starting to see things |
| 1:06.6 | that are peaking your curiosity. |
| 1:09.0 | And you've been quite active on the Twitter recently as well. |
| 1:12.1 | I wouldn't say overly active, but I try to pick my spots. But dare I be bullish, I realize now |
| 1:17.2 | what it must be like on the other side to be bearish and then have all the people that are positive |
| 1:21.1 | come at you. I tried to be constructive, as we say. And on Monday afternoon, just before the |
| 1:26.6 | closed, just watching the action, I was watching all |
| 1:28.8 | the meme stocks, all the shit stocks trade down. And some of the quality, it was the day of the |
| 1:33.7 | Jake Morgan update that they gave on their analyst day. And I saw that trade and some other names |
... |
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