Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
Long hands getting out of control for people's uh for uh
US,
For the right reasons, uh Europe boom.
Okay.
For the right reasons because uh ramp up the German spending will come at the end of the um at the end of the year, etc.
Uh some key uh investors were asking, well, one trust moment, we know how we handled chancellor down, prime minister goes, different uh sets of policies.
What happens if four goals at the same time?
And we tried this on talking about dates.
September two, when you guys came back.
back from wherever you came back from on the uh long uh final final final long vacation uh long weekend
Find a find a find along with it.
UK guilt's big move, followed by France, because uh the Prime Minister was about to go in six days.
Joined Tracy, how long did it last?
Four hours.
That long-end sell-off lasted four hours.
And I'm not trying to be funny, basically since then, US 30 years, uh Europe, even UK has been much more under control up until the hawkish pressure almost uh threatening below four percent.
even more than short dollars, Tracy.
Over the summer and into fall, what were the real money and hedge funds common favorite trade?
Steepeners, steepeners, steepeners.
Europe, US, everybody and their brother had steepeners.
Showing 181–200 of 716 · page 10 of 36
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