fixed income relative value
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 2, 2023 by Dmitry Balyasny · across every show →
Everything said about fixed income relative value, oldest first
Oct 2, 2023 positive
Relative value strategies require preserving capital ammunition during drawdown periods
“And so those are more on a mean reversion basis, where those guys will pick up their hands and go, this is the time we need to step up. And the trick is you want to hopefully have navigated the drawdown period well enough to where you have the ammunition to st…”