“They can sole source now any one of us a contract for any size, regardless of our status of small business, non-small business, as long as we have the qualifications”
♫
Said on Govcon Giants
“Absolute return investing, on the other hand, it's not just a long only fund. I can go long. I can go short. I can put on relative value trades. I can use synthetics like credit default swaps.”
Bill Egan, JP Morgan Strategic Income Opportunities Fund · Animal Spirits Podcast · Talk Your Book: Will AI Debt Cause a Recession?
Play from 5:21
5:21
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What was described
used absolute-return strategy that can go long, short, and use credit default swaps to generate returns regardless of benchmark moves
Said nearby on the same subject
“Smart money is trading what's called a credit derivative swap… risk spiked… about 16% chance of default in any given year.”
♫
Said on All-In with Chamath, Jason, Sacks & Friedberg
“You could play this at the country level ... that simple strategy has been found to earn returns over a long time horizon.”
AE
Alex Edmans
The Rational Reminder Podcast ·
“That was clearly like a long-term strategy that was not going to work. The customer doesn’t care if we’re using AI… they just want the product better, faster.”
BC
Brian Chesky
Silicon Valley Girl: AI, Tech and Career Growth ·
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