I was on the radio last night discussing current stock market valuations. For anyone who did not catch it I will post the audio clip here. Before listening to the clip it would probably be best to read my latest article on market valuations. The radio channel was a local affiliate of NPR.
The segment is only about ten minutes long but i had to separate into five different segments to post.
Odey Asset Management's Special Situations Fund was down 3.2% in March, compared to its benchmark, the MSCI World USD Index, which was up 3.3%. Through the end of March, the fund is up 8.7%, beating the benchmark's return of 4.9%. Q1 2021 hedge fund letters, conferences and more Odey's Special Situations Fund deploys arbitrage and Read More