rates

4 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Nov 4, 2019 by Dawn Fitzpatrick · across every show →

Everything said about rates, oldest first

Nov 4, 2019 positive
Insight
Fitzpatrick: Convertible bonds provide an exceptional multi-dimensional education
“First of all, they're cross-asset class security, but it's also a security where a lot of things can go wrong and right, so it's a great teacher and You also learn about the perils and benefits of correlations between equities and rates and what can happen whe…”
Dawn Fitzpatrick Nov 4, 2019 ▶ 12:18 Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
Nov 8, 2021 bearish
Prediction Not checkable as stated
Visser: Interest rates will remain lower forever, pressuring allocators
“My belief has always been that rates would be stuck at low levels. We're still at that space, and I continue to believe that they'll be not only lower for longer, but lower forever, and that's putting more pressure than ever on allocators”
Jordi Visser Nov 8, 2021 ▶ 6:17 Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Nov 8, 2021 bearish
Prediction Not checkable as stated
Visser: Global governments will keep interest rates low to manage wealth redistribution
“Now, on the government side, they're going to keep rates lower because they can't hurt the distribution of wealth problem, and this is the main thing, is whether it's Japan setting up a wealth distribution council, whether it's China talking about the common p…”
Jordi Visser Nov 8, 2021 ▶ 35:07 Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Apr 17, 2023 positive
Opinion
Giannini: 4% Interest Rates Are Not Catastrophic for Private Equity
“In terms of the financing markets on the regular private equity world, if rates stay where they are, and in my world, obviously, they're not going to go up that much, this isn't catastrophic.”
Mario Giannini Apr 17, 2023 ▶ 14:26 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
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