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The Alpha Horizon
Algebris Investments
45 episodes
9 months ago
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware.

Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
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Investing
Business
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All content for The Alpha Horizon is the property of Algebris Investments and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware.

Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/
Show more...
Investing
Business
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Fight Your Fear
The Alpha Horizon
10 minutes
3 years ago
Fight Your Fear
When fortunes are lost, fortunes can be made. Timing can make all the difference between the two. June marked an important month in the ongoing bear market, as by month-end many “buy boxes” had been ticked, at least in credit markets. Russia reduced gas flows, inflation increased further, and central banks were not budging on growth. All that could go wrong has gone wrong, and fear has taken over markets. When the overriding emotion is panic, it is important to understand that there will also be opportunities. Listen in to Douglas Branson (Head of Business Development), Tao Pan (Head of AI and Big Data) Gabriele Foà (Global Credit Portfolio Manager) and Silvia Merler (Head of ESG & Policy Research) discuss the key market risks for the next 12 months and what opportunities are arising for investors.
The Alpha Horizon
From current affairs to economy and policy matters – listen to the latest insights from the voices of our experts. The Alpha Horizon, the Algebris Podcast. Thinking different, acting aware.

Please read the disclaimer here https://www.algebris.com/podcast-disclaimer/