The Pomp Podcast cover image

#1036 Darius Dale On Why The Fed Will Tighten Until Something Breaks

The Pomp Podcast

00:00

Hedge Funds

Mere hedge fund particularly the marked neutral hedge funds, which tend to dominate most of the asse assets under management. When they get towards the bottom, they think they're at the bottom, i sort of rotate the types of sectors and style factors. A lot of times they'll be long, no defensive sectors and alfactors within industries,. Within industry silos, mante thy'll have to pivot to being offensive. And then ultimately, the key sion makers now at the rist management level for the entire firm witomey, determine whether or not to dowl up overall leverage for the firmostensibly, they've dowedi down considerably year to date.

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