48. Zed Francis - Will credit markets be tight or illiquid in 2023?

Mutiny Investing Podcast

İçerik Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Jason Buck and Taylor Pearson, Jason Buck, and Taylor Pearson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

1y ago 1:00:51

MP3•Bölüm sayfası

In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas.

Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.

Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners.

We discuss:

Will credit markets be tight or illiquid in 2023?
Was Q4 Tax Loss Harvesting and RMDs?
Do FOMC and CPI matter?
What happened to Gilts? (Now do Japan)
Illiquidity-> Correlation-> Volatility

I hope you enjoyed this conversation with Zed as much as I did!

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