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Profiles in Credit - Catching Up With Callum Thomas
Manage episode 308022416 series 2953531
A tartalmat a PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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.
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