Asim Ghaffar
Founder and CIO of AG Capital, a Boston-based macro hedge fund. Believes insourcing organizational processes adds long-term value and that sales and branding are key to investment management.
Best podcasts with Asim Ghaffar
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27 snips
Jul 2, 2025 • 1h 9min
OI17: The End of the Bull Market: What’s Next for Equities? ft. Asim Ghaffar
Asim Ghaffar, Founder and CIO of AG Capital, shares insights on the critical role of insourcing for hedge funds. He highlights the significance of sales and branding in attracting investors while navigating the end of the bull market. Asim discusses AG Capital's trading strategies, emphasizing risk management and concentrated positions. The conversation also touches on investment themes like gold, Bitcoin, and natural gas, providing a balanced perspective on navigating current market conditions and investment opportunities.
Aug 8, 2024 • 1h 14min
Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar
Asim Ghaffar, a discretionary global macro trader and founder of AG Capital, dives into the recent market sell-off and its potential triggers, from algorithmic trading to the yen carry trade. He emphasizes the importance of risk management and discusses the psychological challenges traders face. Ghaffar contrasts discretionary strategies with systematic approaches, highlighting the unique opportunities for smaller funds. He shares insights on market volatility, the possible onset of a recession, and the evolving role of gold in investment portfolios.
