Épisodes

  • Spring 2026 Quarterly Commentary

    Spring 2026 Quarterly Commentary
    Apr 17 2026
    In this edition, we discuss:
    • The stock market’s changing leadership
    • Why the stock market is, perhaps correctly, underracting to the disruption in oil markets
    • The perverse incentives behind the private credit redemption flurry, and what we are doing about it
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    14 min