Russ says the Fed is writing a giant, cheap naked put, and he’s a buyer. As usual, Lee disagrees, but only insofar as timing is concerned. Tune in to this lively argument, and then decide. Subscribers, click the player at the bottom of this post (visible on Radio Free Wall Street main site only) to listen to podcast, or use this link to download.
Not a subscriber? Listen to Part 1 (10 minutes) here now.