Liquid Strategies

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Liquid Strategies, every show

Page: Liquid credit markets dislocate first before illiquid markets yield motivated sellers
“The biggest dislocations can often happen earlier, and you're going to be all in on your liquid strategies while you wait for the illiquid markets to turn into motivated sellers that ultimately allow you to shift the portfolio to more illiquid strategies.”
Marcia Page Dec 11, 2023 ▶ 34:41 Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)

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