Bloomberg Brief (09/10/2024)

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“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Ella Hoxha, Newton Investment Management Head of Fixed Income; Gabriel Caillaux, General Atlantic Co-President; Amy Wu Silverman, RBC Head of Derivatives Strategy.

Chapters:
00:00:01 - Intro
00:01:23 - Ella Hoxha, Newton Investment Management Head of Fixed Income
00:08:34 - Gabriel Caillaux, General Atlantic Co-President
00:26:32 - Amy Wu Silverman, RBC Head of Derivatives Strategy
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4:58 - To me, saying "valuations" is equivalent to technical analysis
9:22 - Defining capital's lifecycle continuum
9:38 - The LP stress question and anecdotal commentary
11:04 - I'm hearing a use case for a secondary market
12:27 - 💰💰💰 🎶💰
27:30 - Sounds to me like book runners have less reason to buy underlying than they did earlier this year
31:44 - Implied Sharpes. I researched this a bit in another life. Not sure I was able to correctly model total return expectations. But I still dig the concept.
36:51 - Maybe they can put that capital relief to work lending to shadow banks whose LPs want buyouts (reference 💰💰💰 🎶 💰)

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Up 7 %... Polestar...Up 3 % Rivian... NKLA.. Nikola.. with 72 clean energy trucks delivered Q2... FREY EV battery...Zapp...QS . Vertical Aerospace...Nio ..Li Auto and more. The EV Future Charging Up in Sept.

gainer