Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss reframing the bank crisis as a duration bubble, how inflation distorts time, why shelter prices are not falling faster, and much more.

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