Bubbles and Anti-Bubbles

Published on
October 24th, 2018
Duration
41 minutes

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38

Bubbles and Anti-Bubbles

The Expert View ·
Featuring Diego Parrilla

Published on: October 24th, 2018 • Duration: 41 minutes

How can investors position themselves to profit from irrational markets? Diego Parrilla of Quadriga Asset Management explores the opportunities behind bubbles — and their funhouse mirror opposite, anti-bubbles — which result from artificially suppressed prices. Filmed on October 16, 2018 in New York.

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Chapters

  1. 00:00:40
    What's The Central Bank Put?
  2. 00:03:57
    What's "Fiscal Credit"?
  3. 00:08:29
    How Would You Characterize the Search for Yield?
  4. 00:09:52
    Is This Time Different?
  5. 00:14:25
    What About the Equity Markets?
  6. 00:16:52
    What Role do Liquidity and Leverage Play?
  7. 00:18:23
    Where do you see the Greatest Risk?
  8. 00:21:44
    Where are the Anti-Bubbles in this Market?
  9. 00:32:43
    Do you Have a Timeframe on a Potential Unwind?
  10. 00:36:54
    How do You See the Big Picture?