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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (45539)11/15/2005 11:25:14 AM
From: Ramsey Su  Read Replies (1) | Respond to of 110194
 
Just finished listening to the replay. It was a "good" presentation along with a set of informative slides.
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While I am not a fan of Angelo's, I have always considered him somewhat of a straight shooter. This presentation is quite out of character. There is so much hype and manipulation of data.

I recommend reading the slides and skip the formal audio presentation, then jump right to the Q&As. Russ, sounds like you gave up before it got to the Q&As. He was very candid and very informative on the perils of subprimes, condos etc.