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PenderFundAuthor: PenderFund Capital Management Ltd
PenderFunds Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Profiles in Credit: The Annual Sit Down - Market cycles, manias, and opportunities
Thursday, 5 December, 2024
Geoff and Callum revisit the big themes in 2024 and tally which of their 2023 calls went right. They look ahead to 2025 and beyond and discuss the current market cycle, and where opportunities are in global small caps, Treasuries, commodities and the commercialization of space. A must-listen for professional and regular investors alike.