Avsnitt 230 - Makro & Räntor med Sean George (Hamiltonian)

I detta avsnitt intervjuar vi Wall Street-veteranen Sean George, som nu förvaltar kredithedgefonden Hamiltonian Global Credit Opportunity. Det blir mycket makro och räntor. Sean George berättar om hans långa sejour på Wall Street, bland annat som global chef för CDS-böcker. Därefter går vi in på marknadsläget. Varför har Sean George valt att blanka Italien, och hur gör man det? Är den kinesiska yuanen korrekt värderad? Hur jobbar han med positioner i sin kredithedgefond? Det och mycket mer i avsnittet! Tack till IG Markets, samt cdlp.com där man får 10 % rabatt med koden fillorkill på sina kalsong- och strumpköp!

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This episode is 57 minutes long.

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This episode was published on August 27, 2019.

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