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Home > Australian Investors Podcast > Matthew Haupt on SVB's collapse, top-down, bottom-up, options carry, bond curves, and a typical day for a macro-minded fund manager [⚠️ advanced listener episode]
Podcast: Australian Investors Podcast
Episode:

Matthew Haupt on SVB's collapse, top-down, bottom-up, options carry, bond curves, and a typical day for a macro-minded fund manager [⚠️ advanced listener episode]

Category: Business
Duration: 00:48:15
Publish Date: 2023-03-15 04:40:00
Description:

This episode of The Australian Investors Podcast features Owen Rask and Matthew Haupt of Wilson Asset Management.

Owen's special note: this episode references some advanced concepts. Owen and Matthew get a little nerdy. Please don't be put if you have to do a double-listen.

Owen Rask and Matthew Haupt talk about everything from the Silicon Valley Bank (SVB) collapse to bottom-up versus top-down analysis, options trading, risk management, and a typical day for macro-minded fund manager.

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