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James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
Capital Allocators – Inside the Institutional Investment Industry
The Importance of a Liquid Strategy
If you and I had a business that could not generate positive free cash flow over the last three years of the most enormous stimulus in financial history we might not be going to make it Ted. Those profitless companies no matter what their line of business will struggle, he says. institutions who by his reckoning still have too much a liquid exposure are likely to suffer as interest rates get closer to 6%. James: For the unprepared it's going to get incrementally tighter as the year goes on so anyone who's not tied their dollar funding to the floor is going to find it pretty difficult but really for me it's just unfinished business I haven't mentioned credit at all because I think that's
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