Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research
Louis-Vincent Gave says the most consequential and under appreciated macro developments today is the mispricing and policy shift of the […]
Louis-Vincent Gave says the most consequential and under appreciated macro developments today is the mispricing and policy shift of the […]
15 years after the unwind of the Madoff Ponzi scheme, Markopolos looks back on that experience and makes the case
Liu joins the podcast for a fun look at alternative data. He shares how he analyzes positioning and sentiment data,
John-Mark Piampiano discusses evolving equity options market structure, tighter bid-ask spreads and trading technology, and managing tail risk in shifting
TPW’s Jay Pelosky discusses emerging market crises, a tri-polar global framework and positioning portfolios amid low yields and election risk.
Andy Redleaf discusses the 1987 crash, structural market fragility from derivatives, and lessons from exploiting mispricings across credit and volatility
Harley Bassman discusses interest rate volatility, convexity and the MOVE index, and how central banks shape global disinflation dynamics.