EPISODE · Dec 5, 2024 · 49 MIN
Profiles in Credit: The Annual Sit Down - Market cycles, manias, and opportunities
from PenderFund · host PenderFund
Geoff and Callum revisit the big themes in 2024 and tally which of their 2023 calls went right. They look ahead to 2025 and beyond and discuss the current market cycle, and where opportunities are in global small caps, Treasuries, commodities and the commercialization of space. A must-listen for professional and regular investors alike.
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Profiles in Credit: The Annual Sit Down - Market cycles, manias, and opportunities
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This episode is 49 minutes long.
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This episode was published on December 5, 2024.
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Geoff and Callum revisit the big themes in 2024 and tally which of their 2023 calls went right. They look ahead to 2025 and beyond and discuss the current market cycle, and where opportunities are in global small caps, Treasuries, commodities and...
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