))
Profiles in Credit - Catching Up With Callum Thomas
Manage episode 308022416 series 2953531
Indhold leveret af PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
In this episode Geoff Castle, Fixed Income Portfolio Manager, picks up his conversation with Callum Thomas, founder and head of research of Topdown Charts. They revisit Callum’s predictions from March 2021 to see what went right and what came out as a surprise. They also talk in depth about inflation, the impact of COVID on a variety of sectors, the sudden shift in the Chinese real estate market and finally Callum provides some insight into where he thinks the market is headed in 2022. Callum also provides his outlook and thoughts for a post pandemic world. The podcast ends with a data series that Callum recommends listeners follow.
77 episoder
Del
