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

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All these left tail most acute outcomes have have certainly been mitigated away and compromised away and kind of handed away.
The market starts rallying in your face.
You're expecting this very bearish outcome.
It's starting to hurt.
You've underpriced the right tail, you get a fiscal deal seemingly close to being done, even just today, right?
Late in the day, section eight ninety nine, which is this kind of like, you know, completely
it's all yeah.
The revenge tax.
Is there anything worse than like getting a bunch of work done and then having to trash it?
it is.
And
You know you're you're well educated with your scenarios.
But like in this case, you know, that was another, you know, this revenge tax escalation.
Well, all of a sudden now, you know, cooler heads prevail.
That increases the likelihood that the digital tax, you know, stuff with Europe that was an impediment for deals goes, you know, right way.
So you've just had like left tails turn right tails and nobody has the exposure on.
There's just so much chronic macrobility.
Now perversely.
You're seeing it with stocks.
People are getting stopped in.
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