The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. She is an author and former hedge fund trader, specializing in distressed assets.

Assets 280

Assets Investing Investments Management 280

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.

Assets 293

Assets Clients Investing Investments 293

The Big Picture

OCTOBER 5, 2024

Let me also point out that when inflation was about to spike up in 2001, everybody’s forward inflation expectations were pretty low. Isn’t this like asking people what their risk tolerance is? That sounds quite backwards looking and lagging. 01:05:35 [Speaker Changed] Yeah, usually. You can do media.

Economy 157

Economy Education Insurance Economics 157