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EssentialThe Essential Conversation

Debt Psychology Changed After Political Risk Repricing

Featuring Michael Schneider

Dec 19, 2016 • 42 minutes

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Essential

The Essential Conversation

Debt Psychology Changed After Political Risk Repricing

Debt Psychology Changed After Political Risk Repricing

Featuring Michael Schneider

Dec 19, 2016 • 42 minutes

Michael Schneider’s depth of experience as a bond manager and his fascinating perspective on credit markets, leaves him perfectly placed to examine the recent change in sentiment, including the scale of re-risking in bond portfolios as well as the broad and imprecise nature of systemic risk. Looking at how to attack the sell off in bonds, Michael strategizes investing on the other side, as well as doing credit work when the relationship between debt and equity has changed. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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