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The Silver Bullet | Pixie Dust
Download “All you need is faith, trust, and a little pixie dust.” – Peter Pan If you are a bond...
8 November 2021
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The Algebris Bullet Credit Global Credit
The Silver Bullet | China’s Long-Term Game
Download “This guy wants to tell me we’re living in a community? Don’t make me laugh! I’m livin’ in America,...
2 September 2021
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The Silver Bullet | Last Dance in Paradise City
“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing,...
2 July 2021
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The Silver Bullet | Dog Money
Inflation’s higher than your bond ratesThat’s what I was fearingSo your savings accountIs slowly disappearing Dogecoin Rap, Remy, 2021 One...
5 May 2021
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The Silver Bullet | A World Without Safe Havens
You say you want a revolutionWell, you knowWe all want to change the worldYou tell me that it’s evolutionWell, you...
16 March 2021
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The Silver Bullet | Brave New World
The pandemic has put humanity at a crossroads. One way leads to a more sustainable economy where the gains from...
4 February 2021
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The Silver Bullet | The New Bond Vigilantes
Policymakers are hitting Covid with a triple punch: the upcoming vaccine, super-low interest rates and record-high fiscal stimulus. Risk assets...
2 December 2020
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The Silver Bullet | The Anti-Bubble Portfolio
What is financial repression? It is a set of policies resulting in savers earning returns below the rate of inflation...
29 September 2020
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The Silver Bullet | Boiling Frogs
“The lesson of history, then, is that even as institutions and policy makers improve, there will always be a temptation...
21 July 2020
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The Silver Bullet | Creative Destruction
“I’d like to share a revelation that I’ve had during my time here. It came to me when I tried...
1 June 2020
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The Silver Bullet | The Pandemic Revolution
History moves not in a line, but in tipping points. Investors often focus on the short-term business cycle, assuming the...
16 April 2020
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The Silver Bullet | Podcast: Credit Opportunities
"There are decades where nothing happens, and there are weeks where decades happen" - V. I. Lenin
10 April 2020
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