Preview of the next funding crisis; cheers for Tad Rivelle, hisses for Kraft Heinz.
Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy, have produced a 12.6% annualised return over the past 26 years. The funds added 7.7% overall in the second half of 2022, outperforming the 3.4% return for Read More
1:16 Japanese banks and their #dollars
5:55 TCW’s Tad Rivelle channels David Stockman
8:14 Janet #Yellen isn’t worried
11:30 “The way forward is clear.” Is that so?
14:02 #Kraft Heinz CEO responds to critics
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