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On today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023.
After launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a "challenging year" as his fund remains short stocks & bonds. Expecting the bond market sell-off to continue, Neil shares the path ahead for the rest of 2023 & into 2024. To hear all this & more, you’ll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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(00:00) Introduction
(00:40) 2023 Has Been Challenging
(06:43) This Bond Market Sell-Off Isn't Over
(11:12) Higher Interest Rates Are Negative For Stocks
(14:12) Blockworks Research Ad
(14:59) The Ocean Of Liquidity Is In Reverse
(27:30) Looking Ahead To 2023/2024
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
