An "Ocean Of Liquidity" Is Reversing | Neal Berger
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023. After launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a "challenging year" as his fund remains short stocks & bonds. Expecting the bond market sell-off to continue, Neil shares the path ahead for the rest of 2023 & into 2024. To hear all this & more, you’ll have to tune in! -- Follow Eagles View Capital: https://evhedge.com/ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:40) 2023 Has Been Challenging (06:43) This Bond Market Sell-Off Isn't Over (11:12) Higher Interest Rates Are Negative For Stocks (14:12) Blockworks Research Ad (14:59) The Ocean Of Liquidity Is In Reverse (27:30) Looking Ahead To 2023/2024 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.