Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma
Macro Hive Conversations With Bilal Hafeez
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Ukraine: A Sustainable Capital Structure
There is still an environment where there's still a belief that current capital structures might be sustainable. But maybe the world tomorrow is not going to be the same and maybe it's time to rethink these capital structures. On the long side, we find value in Ukraine because you have both willingness and ability. We think that eventually as we go through the spring offensive and potentially more ground being gained by the Ukrainians, hopefully there would be a sit-down moment with Russia.
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