AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Teddy Vallee focuses on anticipating future growth and positioning trades accordingly, leading to successful returns as rates moved higher and equities and bonds were negatively affected.
- Valley believes bond yields could go lower due to slower growth and easing of inflation, indicating a favorable risk-reward ratio for bonds.
Deep dives
Teddy Valley's Process and Short Positions
Teddy Valley, Chief Investment Officer and Founder of Para Valley Global, discusses his process for identifying short positions. He explains that his firm focuses on anticipating where growth will be in the next 9 to 12 months and positioning their trades accordingly. Valley mentions that he was shorting everything except crude oil due to his belief in robust growth and mispricing in the market. The Federal Reserve's actions and their disconnect from inflation and growth indicators influenced his view. Valley's strategy led to successful returns as rates moved higher and equities and bonds were negatively affected.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode