Comments
Transcript
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KDnice interview...makes me realize how many really wired people there are in the different sub sections of finance..
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BKEarly Vegas Line - Greer 17 to 1 favorite over Portnoy
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DSSolid interview about what an asset is and what assets a company may not want to manage but farm out. One side comment by Mr. Rutledge I found interesting and possibly foundational in today’s US financial thinking is: “It is hard to see the Fed allowing a collapse in the market in the near term.” I agree that the Fed is hyping the stock market, but is it generally felt that they can always save the stock market regardless of the underlying economy? The market will always go up because the Fed will always provide enough liquidity to drive the market higher – inflating stock prices? Or is this like “house prices can never go down across the country.” This is not a criticism of Mr. Rutledge’s presentation, but a comment on how pervasive this axiom may be in the financial market today. DLS
Chapters
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Are Bonds Still Effective Portfolio Diversifiers?
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Asset-Backed Securities (ABS)
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Liquidity Constraints and Yield Pick-Up
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Sector-Specific Opportunities
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Tech-Enabled Businesses and Alt Credit
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Distressed Opportunities in Hospitality
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COVID-19 As An Accelerant of Secular Changes
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Thoughts on Inflation and Other Macro Issues