At the 9 min mark Luke also makes another critical point about the Treasury arb trade
👉 https://open.substack.com/pub/kanemcgukin/p/is-ltcm-replaying-itself-out-in-us
👉 Full video from Luke: https://youtu.be/GFswO3hEZpU?feature=shared
kane / Kane McGukin
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2025-04-11 11:27:20 UTC
in reply to nevent1q…tl2v
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