Forward Guidance cover image

Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank

Forward Guidance

00:00

Introduction

This chapter discusses the strategies used to navigate the market environment and the goals-based approach to investing, including minimizing return variability. It also addresses portfolio performance, the impact of Silicon Valley Bank, and missed opportunities.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app