risk arbitrage

5 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Nov 23, 2020 by Joel Greenblatt · across every show →

Everything said about risk arbitrage, oldest first

Nov 23, 2020 negative
Insight
Standard risk arbitrage offers an unfavorable asymmetric risk-reward profile
“Risk arbitrage, betting on whether a deal's going to go through, and if it breaks, you lose 15 dollars. If it goes through, you make a dollar or 75 cents, but you made it in two months, so it was a great annualized return. So lose 15 dollars, make a dollar. Se…”
Joel Greenblatt Nov 23, 2020 ▶ 10:46 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Nov 23, 2020 positive
Assertion Not checkable as stated
Ordinary risk arbitrage historically yielded 60% to 100% returns in pedestrian years
“Cause I mean, a pedestrian year back then was you made 60 or a hundred percent doing risk arbitrage.”
Joel Greenblatt Nov 23, 2020 ▶ 9:45 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Nov 21, 2022
Insight
Brosens: High-volatility risk arbitrage requires dollar hedging over share hedging
“If you hedged share for share, you were frequently vulnerable to the dollar spreads widening because both companies would double. So both companies double, the percentage spread stays the same, the dollar spread doubles. So you needed to be more closely dollar…”
Frank Brosens Nov 21, 2022 ▶ 35:11 Frank Brosens – Culture and Partnership at Taconic Capital (Capital Allocators, EP.282)
May 8, 2023 neutral
Insight
Risk arbitrage carries jump-to-default risk with no trading out
“To use a credit term on risk arbitrage, there's a lot of what I'm going to call jump to default risk in risk arbitrage, where if a deal goes bad, it typically is going bad very quickly and in an unexpected way because a lot of risk arbitrage deals have probabi…”
Tony Yoseloff May 8, 2023 ▶ 45:00 Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
Nov 17, 2025 neutral
Insight
Lyon: Risk arbitrage generated 20% returns historically due to market inefficiencies
“Back in the day, risk arb was an amazing business. It wasn't five percent. It was 20%. I was thinking back about, God, I wish I knew what I know now then, because having a market that could produce those rates of return by being one of the few participants is …”
David Lyon Nov 17, 2025 ▶ 11:57 David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
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