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Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
Forward Guidance
What I Learned About Cantus Capital
Mace: I started my career in the world of mackro and then i decided that it because my undergraduate background was an electrical engineering, computer science and never had a finance background. So i went to business school, graduated in 97, and joined a hedge fund called canyon a capital. There, created thisa convertible arb cap structure arb type of business that i then ran for the next four or five years. When i branched off in two thousand and two to start my firm, macanthos capital, i basically was doing a what i call a sort of multi strategy arb. Then eventually, when the opportunity set really changed and became less arbitrage friendly,
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