Many stock bulls talk about rising interest rates being bad for the Treasury market while ignoring the deflating impact it would have on corporate profits, equities and real estate prices. This Down The Middle segment is thought-provoking (the first 50 minutes anyway…then it gets pretty technical for general consumption.)
Value is meaningless until it’s everything…financial nihilism indeed. Happy June. Also, meditation anyone?
Economist Danielle DiMartino Booth does a virtual interview with Christopher Col who is the founder of Artemis Capital Management LP. In this interview, they talk about the future of capitalism, what the rise in cryptocurrencies like Dogecoin says about the economy and the housing market in America. Let Christopher know your thoughts on Twitter: @vol_christopher
Christopher R. Cole, CFA is the founder of Artemis Capital Management LP and the CIO of the Artemis Vega Fund LP. Mr. Cole’s core focus is systematic, quantitative, and behavioral-based trading of volatility and derivatives. His objective is to profit from turbulence in markets and regime shifts in volatility without the substantial negative bleed associated with traditional hedging products. His decision to form a fund came after achieving significant proprietary returns during the 2008 financial crash trading volatility futures and options (verified by an independent auditor). Here is a direct video link.