mediocrebuysideanalyst
2.6K posts
@volisdead
equity volatility / macro portfolio manager at multistrat hedge fund/ all views my own and don’t reflect any views of an employer
Hamza Lemssouguer is the fastest-growing new hedge-fund manager—the 35-year-old manages $20 billion at Arini Capital. He also owns 160 rare parrots. on.wsj.com/41O4dvW
London-based Marex Group Plc created and sold the first instance of this new kind of security, which will pay out a 7% coupon if Nvidia Corp. is still the world’s largest company in a year. Marex was able to create the note because prediction markets like Kalshi offer it a place to hedge its risks as the odds move over time.
US still overvalued heading into what could be a recession. Chinese tech is cheap, growing, and nobody owns it. So what’s the argument that China doesn’t work from here?
