Interview: Value After Hours Podcast with Tobias Carlisle and Jake Taylor / Trip Down Memory Lane!
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KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics.
I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
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Interview: Value After Hours Podcast with Tobias Carlisle and Jake Taylor / Trip Down Memory Lane!
We started down memory lane and ended up on current macro topics.
I didn’t expect to be taken deep-down memory lane on this podcast, but it was fun to retell some stories from my experiences at J. Aron, Harvard Management, Canyon and then starting my own firm Akanthos. We ended by talking about current trends in Oil and Macro generally.
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Interview: Value After Hours Podcast with Tobias Carlisle and Jake Taylor / Trip Down Memory Lane!
Excellent reminder that fixed income can present opportunity. There is a whole generation of participants who do no know this market.