Ohm Research: Musings with Jay #7

Excited to post Monday's Musings with Jay - Roberto & I cover a lot of ground - the impressive bubble pricking nature of this mkt, the UST rally, Nasdaq led melt up scenario (playing out as I write), how thematics can help capture this move in a Value heavy portfolio & the Q2 outlook for more of the same with strong seasonality ahead and bubble pricking behind. Enjoy!