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California Dreamin' | Friday Night Dirty Podcast
Published 4 months ago
Description
This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com
In this episode, Vinnie dials in from California fresh off an on-site visit to Glass House Brands (GLASF) and shares his takeaways.
They also dissect Kevin Warsh’s first Fed meeting, reading his hawkish tone as “temporary”, and they discuss how the move lower in Oil is creating an opportunity in energy stocks as they begin nibbling again — buying Tidew…