INSight #179 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why more volatile conditions benefit long-short strategies.
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Sunday 8th May 2022
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Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
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Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...