Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
Fundamental Investing - What's the Catalyst for the Transition?
02:46 • 3min
Is Credit a Hybrid Asset Class?
05:56 • 3min
How to Make Money and Credit Quantitatively
08:40 • 4min
The Barriers to Entry to Quantitative Fixed Income
12:51 • 3min
What's the Main Driver of Cross-Sectional Excess Return and Credit?
15:30 • 2min
How to Find Excess Returns in the Investment Grade Market?
17:37 • 5min
Is the Market Pricing It First?
22:25 • 2min
What Do You Think the Rating Agencies Overemphasize?
24:31 • 2min
What's the Most Counterintuitive Finding of the Data?
26:45 • 3min
What's the Difference Between Equity and Debt?
29:42 • 2min
Dealing With a Debt Database
31:31 • 3min
Machine Learning Is a Very Good Approach to Fixing the Income
34:26 • 3min
The Fallen Angels Trade - The Best Opportunity in Credit?
37:23 • 2min
Private Credit in the B Space
39:13 • 3min
Is the Fed Affecting the Credit Spread?
41:43 • 3min
Why You Should Drive Triple C Bonds With Spreads Height Now
44:27 • 3min
The Newfound Research Podcast - What's Next for You?
47:32 • 5min