48. Zed Francis - Will credit markets be tight or illiquid in 2023?
Mutiny Investing Podcast
Is There a High Correlation Between Liquidity and Volatility?
In 2022, high correlations didn't really cause significant bouts of illiquidity and basically any asset class. I think probably part of it is active managers were reasonably light on risk in comparative to their historical standards. People had a decent amount of cash and wearability to extend credit on credit cards and whatnot.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
