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Analyzing the Fed vs. The Bond Market with Quadratic Capital's Nancy Davis

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Manage episode 359026553 series 3373282
内容由Grizzle提供。所有播客内容(包括剧集、图形和播客描述)均由 Grizzle 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor.

Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

  continue reading

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Manage episode 359026553 series 3373282
内容由Grizzle提供。所有播客内容(包括剧集、图形和播客描述)均由 Grizzle 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor.

Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

  continue reading

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