Comments
Transcript
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CFDissapointed by this: not sure if the questions were just too generic but came across as one those CIOs that trade on headlines- little substance
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JKReminds me of dumpster diving.
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ETExcellent - Thanks!
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TFGood call on LEBAN 6 ⅜ 03/09/20 ( XS0493540297 ) after interview traded 79/81 news today {LE} LEBANON - [RTRS] - LEBANON PM HASSAN DIAB: NEW GOVERNMENT'S ECONOMIC, FINANCIAL APPROACH WILL BE "COMPLETELY DIFFERENT" THAN PAST GOVERNMENTS and bond looking better 84.000 / 85.500 84.00 / 85.50
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FBVery interesting but you are at the deep end of the pool investing in distressed sovereign debt
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FGVery interesting views on distressed sovereign debt though I can't agree with the statement "Argentina is in good hands". Was that a joke? A stroking hand to the guys running the shit-show there? Argentinian bonds are lately trading higher, like the 2038 USD somewhere around 20% yield. I wouldn't touch it at that premium. I'd demand more. What interests me more are Venezuelan bonds at the right price (given risk and illiquidity). Problem is, it seems that nobody is dealing with them. Any tips where to find a desk trading them?
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RPHow do you faith in emerging markets with a bullish dollar outlook?
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ACA great talk. Some bonds are worth buying at the right price. What was missing was a discussion on time frames. I know the easy answer is “it depends“, but such a discussion would’ve rounded out the talk as brilliant Buying a bond 20cents on the dollar and holding for five years or 10 or …?
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ACPart 1
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TBGreat interview. Does anyone know of any material to look at to learn more?
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GFReferring to the IMF as a largely benevolent institution, resented by both sides, but just trying to do a good job, is a laugh (and a rather bitter one). Rather, I see them as the enforcement arm of the G7, as described in "Confessions of an Economic Hit Man".
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JNGreat interview! I really appreciated the the insight into what is otherwise a completely opaque market. Are there any vehicles for retail investors to access fund managers like Greylock Capital?
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AvVery good interview. Distressed sovereigns debt is not something for the average investor. If you know your markets there is even value in things that are distressed. You will need specialised firm for this.
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SGbest interview for a while on RV... still like the robo questions more than most human interviewers as people like Hans can flow and make his point without interruption.
Chapters
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SURVEYING THE SOVEREIGN DEBT LANDSCAPE
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WHAT’S DIFFERENT ABOUT ARGENTINA THIS TIME?
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THE ROLE OF THE IMF
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IDENTIFYING OPPORTUNITIES
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RESTRUCTURING VS. SERVICING
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SECURITY SELECTION
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QUASI-SOVEREIGNS
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EXCITING CORNERS OF THE WORLD
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RETURN PROFILE: HOMERUNS VS. SINGLES
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THE FINAL FRONTIER OF ACTIVE MANAGEMENT
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CONTAGION RISK IN THE SOVEREIGN DEBT MARKET
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CONCLUSIONS