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Analyzing the Fed vs. The Bond Market with Quadratic Capital's Nancy Davis
Manage episode 359026553 series 3373282
In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor.
Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis
Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle
Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/
92 episoder
Manage episode 359026553 series 3373282
In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor.
Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis
Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle
Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/
92 episoder
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