Defensive Investing in an Uncertain World
Featuring Victor Sperandeo
Published on: January 11th, 2019 • Duration: 71 minutes • Asset Class: Bonds/Rates/Credit • Topic: Recession, Financial System, Monetary policyVictor Sperandeo, President & CEO of EAM Partners, sits down with Adam Rodman, founder and portfolio manager at Segra Capital Management, to break down the relationship between shifting political tides and macroeconomic trends. Sperandeo provides his view on the history of recessions in the United States and on the current inflationary environment. Filmed on January 3, 2019 in Dallas.