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EssentialInvestment Ideas

The Late-Cycle Contrarian

Featuring Charlie McElligott

Aug 29, 2019 • 42 minutes

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Essential

Investment Ideas

The Late-Cycle Contrarian

Charlie McElligott sits down with Ed Harrison to examine the recent equity market volatility.

Featuring Charlie McElligott

Aug 29, 2019 • 42 minutes

Charlie McElligott, managing director of cross-asset strategy at Nomura Holdings, sits down with Ed Harrison to examine the recent equity market volatility. He argues that both hedge funds and pension funds are crowding into an end-of-cycle-trade — anticipating that U.S. interest rates going to zero. McElligott runs down the contrarian bet and looks at the other side of the crowded trade, specifically mentioning Treasuries duration, and out-of-the-money options. McElligott also talks about a potential September equities drawdown. Filmed on August 26, 2019 in New York. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

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In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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