Charlie McElligott
speaker
507 appearances
2 recordings
1 series
first heard Mar 2025
last heard Jul 2025
Charlie McElligott’s voice in public audio — every appearance, attributed to the second.
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Appearances
Selling the call to fund the put.
And when you have that collaring effect, you get the opposite dynamic, right?
You get this realize of all compression, which is frankly a large part of what the past two months has been.
So you're constantly reassessing how everybody thinks.
you're gonna think, which is like you're anticipating the anticipators.
People are so consensually macro bare, you know, on that stagflationary outcome.
Um, you know, and I think like that's that's one of the tricks.
Like it's, you know, at first it was like, okay, you know, let's let's expect, you know, these early return, like mind you, you know, Smoot Hawley terrifies, like 90 year terrifies, right?
We've you know, prior to the the you know, Trump two point oh
The effective rate was 2.4%.
We're 17.3% right now as it stands, right?
So, like, you know, how does that not bleed through to this, you know, eventual price shock or margin compression, all this stuff that hits you know consumption?
Um and
You know, initially it was okay mid summer.
I think part of what's happening right now is that, you know, from a corporate perspective as it relates to the consumer, is that taco has changed their behavior too.
Like why, you know, I'm not gonna blow up my top line sales and you know rush to you know price shock my clients at a time.
Yeah.
So I think there's been a lot of holding off too as far as or willingness to even absorb a little bit of that.
the price you know increases that are coming through.
Um and you know, so it's been getting increasingly uncomfortable.
Showing 121–140 of 507 · page 7 of 26
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