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With Alfonso Peccatiello, The Macro Compass
With Deepak Gurnani, Versor Investments
The macro trader discusses his book and what to make of central bank policies.
With Gav Blaxberg, WOLF Financial
With Jacob Ma-Weaver, Cable Car Capital
Bleecker Street Research, Grizzly Research Present Short Ideas
With Gary Mishuris, Silver Ring Value Partners
Hunter updates his views on the economy, markets, the Fed, and more.
With Sean Fieler, Equinox Partners
With Leo Schmidt, CIO, River Eddy Capital Management
"We've been here before," but people have always talked their books.
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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