In this week's episode Ed covers European Central Bank policy decisions and implications of the new TPI framework, (i.e. "Don't fight the fed"). He goes on to cover geopolitical risks, insider trading, and the WireCard scandal.
How fixed income investors have historically missed geopolitical risk premia and important events. Towards the end of the episode, Ed talks about Elon Musk's recent drama (shifting public opinion) and what the consequences could be for Tesla shareholders.
https://www.reuters.com/article/us-kuwait-dow-idUSTRE4BR1M920081229
