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Kandungan disediakan oleh Freedom Investment Management, Inc. and Freedom Investment Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Freedom Investment Management, Inc. and Freedom Investment Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital

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Manage episode 373812841 series 2325901
Kandungan disediakan oleh Freedom Investment Management, Inc. and Freedom Investment Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Freedom Investment Management, Inc. and Freedom Investment Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.

  continue reading

88 episod

Artwork
iconKongsi
 
Manage episode 373812841 series 2325901
Kandungan disediakan oleh Freedom Investment Management, Inc. and Freedom Investment Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Freedom Investment Management, Inc. and Freedom Investment Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode, we discuss the economic and market environment with David Cervantes of Pinebrook Capital. David brings a broad market perspective having spent most of his career on Wall Street covering fixed income and cross-asset sales at Morgan Stanley, UBS, and JPMorgan. David now focuses on asset allocation and manages systematic trading strategies for his own private capital and is an active commentator on social media. He shares with us where and why the economic consensus got the U.S. recession call wrong and the implications for asset allocation positioning looking ahead.

  continue reading

88 episod

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