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EssentialThe Essential Conversation

Make Money When Markets Go Down

Featuring Neal Berger and Ash Bennington

Jun 02, 2022 • 43 minutes

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Essential

The Essential Conversation

Make Money When Markets Go Down

A new contrarian fund aims to capitalize on stock market sell-offs.

Featuring Neal Berger and Ash Bennington

Jun 02, 2022 • 43 minutes

Neal Berger's strategy is clear: make money when stocks go down, and don't lose money when they go up. And the chief investment officer of Eagle's View Capital Management thinks we're in for profound change defined by a multi-year downtrend for equity valuations. Eagle’s View’s new Contrarian Macro Fund is designed to take advantage of "an inevitable, sustained, and material negative impact upon certain security prices for the foreseeable horizon." In conversation with Real Vision’s Ash Bennington, Berger details his approach to shorting and hedging, shares his inflation forecast, and explains why markets might welcome a 100-basis-point rate hike by the Federal Reserve. Recorded on April 23, 2022. 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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