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Alpha Exchange
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Randy Cohen, Professor of Entrepreneurship & Finance Harvard Business School Co-Founder, PEO Partners
Randy Cohen of Harvard Business School and PEO Partners argues that public markets can replicate much of private equity's return profile by targeting the factors that LBO targets already share: high…
Chris Hentemann, Founder and CIO, 400 Capital Management
Chris Hentemann, founder and CIO of 400 Capital Management, walks through where his firm finds credit opportunities after the post-2008 regulatory reset.
Harley Bassman, The Convexity Maven
Harley Bassman, the options strategist known as the Convexity Maven, argues that US fiscal dynamics are unsustainable: a roughly $2T annual deficit, interest costs heading toward $2T as low-coupon…
Brij Khurana, Fixed Income Portfolio Manager, Wellington
Brij Khurana, fixed income portfolio manager at Wellington, argues that the Fed's standard models misread how rates reach the economy: investment has run on its own cycle since the 2000-01 bust, and…