Introduction

This week we have an off schedule show, but we wanted to get one in before summer holidays makes it tougher. We have macro-alpha in the house to talk about liquidity, his investment process and proper pizza etiquette when you are in Naples. Then it's time for Patrick's talking charts where we hear from the Lord of the crayons himself and find out what he thinks about the recent market action. We end with a no stupid questions and skin in the game and folks who might even drink some beers along the way. So today Patrick is drinking Cora San Demalta English Pale Ale.