The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets
Nancy Davis of Quadratic Capital joins the podcast to discuss the danger of interest rate volatility risk.
The market is at “peak confidence of central banks being able to control markets” (2:27), as evidenced by the historic low in all gauges of interest rate volatility (5:36). The risks of stagflation (8:37) and a trade war with Europe (10:16) are similarly discounted.
Background on Nancy (14:39), further information on her fund (17:23), why gold is an ineffective inflation hedge (22:05).
The market has begun to price in the likelihood of a US-China trade deal. But this would not be the end of China’s problems with its biggest trading partner, says renowned short-seller (and China bear) Jim Chanos in this short clip.
Leave a CommentRenowned short-seller Jim Chanos spoke at the Connecticut Hedge Fund Association’s quarterly meeting on June 6. This is a recording of his speech.
In his 45-minute address, Chanos discussed Tesla, China, kidney dialysis companies, and a host of other topics.
Note: The acoustics leave a little bit to be desired.
Special thanks to the Connecticut Hedge Fund Association.
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