Published Sep 12, 2022

Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)

Greg Lippmann, renowned for his role in "The Big Short," delves into his early predictions on subprime mortgages, the complex world of structured credit, and the founding of LibreMax Asset Management, providing deep insights into contrarian investment strategies and market inefficiencies.

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Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)

Topics covered

Popular Clips

Asymmetric Investment Strategies

Securitized Products Outlook

Wall Street Beginnings

Navigating Market Volatility

Lessons in Investment

Market Inefficiencies Explored

Trading Desk Insights

Movie Reflections

Entrepreneurial Leap

Navigating Structured Products

Portfolio Construction Insights

Structured Product Insights

Securitization Insights

Housing Market Insights

Market Dynamics Explained

Episode Highlights

Subprime Mortgage Story

Structured Credit Market

LibreMax Asset Management

Related Episodes

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Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

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Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)

Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)

Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)

Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

Matt Levine – Money Stuff (Capital Allocators, EP.97)

Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

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[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)

Topics covered

Popular Clips

Episode Highlights

Subprime Mortgage Story

Structured Credit Market

LibreMax Asset ManagementGreg Lippmann discusses the founding of LibreMax, highlighting his transition from traditional banking to entrepreneurship. He explores the firm's competitive positioning and investment processes in the structured products market.

LibreMax Asset Management

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