50:06
Plus
•Buy-Side Meets Sell-Side
Are Markets Priced for Perfection?
Different segments of the market appear to be pricing for disinflation and signaling that there won t be a 'soft landing.' Is this position rational?
Featuring Bob Elliott and Andreas Steno Larsen
Feb 03, 2023 • 50 minutes
Andreas Steno Larsen welcomes Bob Elliott, the CEO and CIO of Unlimited Funds, for a conversation about what’s driving market pricing in bonds and equities, deflation expectations, and whether the possibility of a “soft landing” is even a realistic scenario, in the premiere episode of our new show. As Andreas and Bob dig deeper, bonds and stocks are not singing from the same hymn sheet. Is there any danger in that? Recorded on January 27th, 2023.
Show MoreListen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.
More EpisodesListen in on discussions between investment bankers and portfolio managers. That's the style of conversation you get with Buy-side Meets Sell-side. Andreas Steno Larsen leans on his years of experience at big institutions (and his Rolodex) to show us how these trades really go down, debating the pros and cons of a macro thesis to find the probability-weighted path forward for investors.
More Episodes
COMMENTS
Sort ByAccess Plus Content
This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
See Our PlansAlready have an account? Log In