Weekend Dump Explained: Portfolio Recovery Plans, Unwinding Japan's Rates & Trust Issues | Ep 415
Goodnow revolutionaries–
Everything's down after the weekend and our friends want to know why.
We discuss mNAV, Monad, and all the payments activity on Polygon, plus give some love to Dune Analytics.
We help with a "gut check" and make a gameplan live for how to recover a down position or reevaluate your portfolio when you're uncertain.
Will "unwinds" (pun intended) the Japanese interest rates dragging markets down.
We highlight crypto tech you can use to make your life easier without needing to understand it all.
Alex previews a new show, Trust Issues.
SEC Commissioner Hester Peirce returns…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.