Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
The Market Huddle
Navigating Challenges in Financial Markets
The chapter tackles the difficulties of making and resisting bets, shifts in commodities and M&A activity, and personal experiences during the 2007 financial crisis. It also covers the speaker's journey from finance to marketing for hedge funds and their focus on emerging market equities in Latin America. Furthermore, it explores the evolution of sell-side trading, from physical to electronic, the impact of algorithms, and the changing dynamics of client interactions in sales trading.
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