Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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The Importance of Liquidity in ETFs
A better trade actually is to go long supplies to Pemex and get them to offer collateral. So it's the collateralized lending that you do to them. And then you can get, you know, a thousand basis points over. But of course, there's got to be some give. The give is you give up some liquidity.
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