Masters in Business: Dan Alpert by Barry Ritholtz, The BIG Picture
This week, the “Masters in Business” podcast features investment banker Dan Alpert, who is the founder and managing director of Westwood Capital, and author of The Age of Oversupply: Overcoming the Greatest Challenge to the Global Economy.
Alpert created the first commercial mortgage backed securitized CDO, and one of the very first REITs. As you will hear, he is very knowledgable about distressed assets, macroeconomics, and structured products.
For much of the past decade, Crispin Odey has been waiting for inflation to rear its ugly head. The fund manager has been positioned to take advantage of rising prices in his flagship hedge fund, the Odey European Fund, and has been trying to warn his investors about the risks of inflation through his annual Read More
Listen to the audio here.