🇭🇰 Kunal Shah 🇺🇸🇬🇧
realKunalAShah
I think Spotify is going to be the rare case of a platform company that will underperform it's aspirations because of the following -Lack of pricing powerLack of bargaining powerNo
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To the extent we have much larger securities issuance- and more relevant the net issuance across corporate bonds, MBS, equities, converts and especially treasuries. If you strip out fed purchases
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