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Event-driven strategies, commodities, and writing options with Asif Suria

38 min • 28 maj 2024
Asif Suria talks focusing more on risk than reward with event-driven strategies (0:55). Market liquidity, commodity prices and portfolio ideas (5:40). Scaling back on tech; pre-mergers and rumored situations (10:55). Tracking SPACs on long and short side (14:00). Pfizer's acquisition disconnect (20:05) Why bonds are really interesting right now (29:10).

Show Notes:
Capri Holdings earnings
Fed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin Neutrality
Inside Arbitrage investing group
Six Special Situation Strategies to Outperform the Market

Episode transcripts

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