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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]
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.
Wilson Asset Management insights
WAM Leaders - letters & updates
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