Subprime Short

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Subprime Short, every show

Corre: Eton Park Shorted Credit Indices and Subprime Debt Early On
“At the time, we didn't have a dedicated credit effort, despite what I just mentioned to you, because the house view was that credit was so unattractive as an asset class. And we were, from almost day one, shorting pretty much every index. We eventually got inv…”
Isaac Corre Oct 16, 2023 ▶ 10:31 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Seides: The subprime short trade psychologically ruined some winning managers
“And one of the things you saw afterwards with some of the people who were in that trade without pointing to any particular manager, is that it almost changed the way they thought. They did something that was perfect, and then they proceeded to search for the n…”
Ted Seides Apr 13, 2017 ▶ 39:34 André Perold – Academic Practitioner (Capital Allocators, EP.02)

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