Hedge Fund Strategies for Bonds, Equities, and Bitcoin ( w/ Troy Gayeski )

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 6 April 2021

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Apr5,2021: Troy Gayeski, co-chief investment officer of SkyBridge Capital, joins Real Vision’s Jack Farley to break down how he thinks the rapidly changing economic and financial landscape is affecting his outlook for fixed-income, equities, and Bitcoin as well as hedge fund strategies such as long/short equities and convertible bond arbitrage. Gayeski argues that rising yields render much of the fixed-income world unattractive but that pockets of opportunity exist in structured credit, which is more immune to interest rate risk. He argues that Bitcoin is attractive to institutional allocators as a way to get exposure to central bank balance sheet expansion and explains why Bitcoin now comprises a double-digit percentage in SkyBridge’s portfolio. Gayeski also shares his views on macroeconomic variables such as inflation, growth, and interest rates as well as his take on the ongoing rotation from growth stocks into value equities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:28.1	T's and C's apply.
0:42.1	US equity surge as bond yields trade sideways.
0:45.2	Has the stock market gotten over its fear of rising yields?
0:48.4	And how are institutional investors thinking about Bitcoin?
0:51.7	For all this and more, I'm joined by Troy Giesky,
0:54.2	Co-Chief Investment Officer of Skybridge Capital.
0:57.0	Troy, welcome to Real Vision. How are you doing?
0:59.3	Doing great, Jack. It's an honor to be on with you.
1:01.5	And looking forward to talking about a wide range of topics,
1:04.4	including markets in the economy.
1:06.2	It's an honor to have you on.
1:08.1	For everyone who doesn't know,
	...

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