“What’s Your View?”
Industry Veterans Yves Rebetez and Grahame Lyons, and guests break down timely finance related topics and look to provide non-consensus insights and discuss investment strategies.
You’ll leave each episode with a better perspective on financial and business news from experienced voices whose goal is to provide listeners with the intellectual framework to think analytically and make smarter investment decisions.
Episodes are normally recorded and published, except when guest policies do not allow.
Just Released:
(Recorded April 12, 2024)
Global Allocators – “What’s your View?” Episode 5 – Let’s talk “Options” with Gamma Options Solutions CEO & Founder Hans Albrecht.
Grahame and Yves, with guest Hans Albrecht talk “Greek Alphabet; Black Scholes; Tesla & Insurance premiums for a Mustang :), owning things you like, trade offs, structural “overvaluation”; sensible ways to use options (vs weapons of mass destruction), and why they are so “popular” these day 🙂
Click HERE => for the Video of Grahame and Yves chatting with Hans, who, as we noted in the intro, has probably forgotten more about options than most of us know … Thank you! Hans.
(Recorded Mar 22, 2024):
Global Allocators – “What’s your View?” Episode 4 – A discussion with Jim Thorne, Chief Market Strategist, Wellington Altus.
An absolute pleasure and a treat for Grahame and I to have the opportunity to connect with Jim and find out what’s on his mind in terms of what to expect in terms of the investment landscape in coming years, and implications for portfolio construction.
So much to consider – and no, failing to adapt and adjust won’t get you there in as good a shape as getting it right …
Click HERE => for the Video and Jim’s insightful remarks, steeped in a deep understanding of history that we can guarantee you, you don’t find everywhere!
Previous “What’s your View?”
(recorded Mar 15, 2024):
Global Allocators – “What’s your View?” Episode 3 – Grahame Lyons and Yves Rebetez
Click HERE!
We review our short journey thus far with Global Allocators, as well as revisit the purpose and objectives of Global Allocators as well
as touching on what we view as noteworthy market developments, such as:
- Potential for an imminent policy reversal on the part of the Bank of Japan, the implications of which could conceivably be far reaching given the longstanding existence of the “Carry trade”
- Touch on that other longstanding market “concern”, namely the yield curve inversion – observing in passing that it isn’t exactly immediately obvious at present that the FED will ease (remember about 150 bps was becoming increasingly consensus for 2024 starting late last October …)
- Speak to potential USD weakness and its impact on commodities (observing in passing that Gold equities which have fared rather poorly for the past two years seem to be doing just a little bit better as Gold almost unnoticed crossed the USD 2,200 / oz level
- Share some thoughts no … what else – can’t hide for AI as a gamechanger going forward …
Enjoy – reach out, share your thoughts and observations, and engage with us 🙂
(recorded Mar 7, 2024) (enregistre le 7 mars 2024 – deuxieme episode):
une discussion avec le co CIO d’Ascender Capital, Jean Charles Tisserand. A discussion with the Co-CIO of Ascender Capital, Jean Charles Tisserand.
Investir dans le domaine petites capitalizations en Asie (incluant le Japon). Invest in the Asian Small Cap space (incl. Japan).
La (les) methode(s) Ascendar – Quality, valeur, contrarian, opportuniste. Ascender – a focus on opportunistic; contrarian; quality; and Value …
J’ai eu le plaisir de m’entretenir avec Jean-Charles, qui nous fait part de la facon don’t Ascender participate au marche petites capitalisation en Asie.
It was a pleasure speaking with Jean-Charles, who shared the way in which Ascender participate in the Asian small cap market.
(the interview is “en francais” only 🙂 )
Past Episodes:
Global Allocators’ inaugural “What’s Your View?” took place Jan 24, 2024, with guest
Candice Tse, MD, US Head of Market Strategy. Goldman Sachs Asset Management (GSAM)
New York, NY
Topic: ”“Ms. Perception”. GSAM’s views on the global markets & economy for 2024
Wednesday January 24th at Noon Eastern.
This “Live Only – No Replay” Event was aimed solely at Financial Advisors, providing them with the opportunity to hear Goldman Sachs views, in instances significantly “non-consensus”, with Candice taking us through GSAM’s US economic outlook,
before delving into Recession possibilities; speaking to Rates and FX, perspectives on inflation, as well as Commodities, plus views for listeners from Canada.
Click HERE! To view the webinar notes summing up Candice’s presentation, and questions asked during its course.
PLEASE NOTE:
The commentary provided reflects the opinions, viewpoints and analyses of the participants providing such comments. Nothing said during the event or in this correspondence constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.
Investments involve the risk of loss. Diversification does not eliminate the risk of experiencing investment loss. Past performance is no guarantee of future results.
The views reflected are subject to change at any time without notice.
