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Trend-Following Strategy Primer and Current Opportunities, With Anthony Todd, Aspect Capital

The Contrarian Investor Podcast

CHAPTER

How to Build a Short Position in the Income Markets

A good example would be the Silicon Valley banking crisis actually come to the course of the middle of March. And then suddenly there was a very rapid kind of shift in terms of risk appetite. No, you know, in the markets we suddenly went from a note to an environment where investors were highly kind of risk averse scaling back their positions and moving into income markets. So that that can happen that happened actually over the course of a few days.

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