Andrew Redleaf is best known as the founder of Whitebox Advisors, a hedge fund that at its peak managed $6 billion. He joins the podcast to discuss his thesis that the world is increasingly bifurcated between those who have access to cheap capital and those who do not.
Content:
The contrarian take on low interest rates (2:33). Who has access to capital (5:16)? Small banks an outlier (7:28). The macro outlook (9:02). Andrew’s “origin story” (12:10). Cultural elements of financial markets (19:11). Biggest concerns facing markets and best ideas (23:20).
Not intended as investment advice.