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With Artem Fokin, Caro-Kann Capital
There are "underpinnings to supercharge a move higher, much like we had from '98 to 2000"
Hedge fund manager says he's getting ready to buy protection for a January sell-off
Shares of royalty and streaming companies are of particular interest.
Long picks by Symmetry Invest and GeoInvesting
The chief macro strategist at Contrarian Macro Advisors has been prescient with his contrarian views so far.
Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy. Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to...
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