Navigating Structured Products
Greg discusses the intricacies of structured products, highlighting the importance of diversifying bond types to mitigate risk. He emphasizes the balance between top-down and bottom-up approaches in portfolio management, noting how unexpected opportunities can arise from the over-the-counter market. The conversation underscores the need for adaptability in investment strategies, particularly in the face of changing market conditions.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
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