Podcast

Boiling frogs – Alberto Gallo

The COVID-19 crisis has produced risks and opportunities worldwide. Looking at the latest developments in Europe and at the global political scenario, Alberto Gallo, Head of Macro Strategies at Algebris Investments, discusses implications and perspectives for investors.

What does it mean that government bond investors are “boiling frogs“? Why is that?
The European Union approved a €750bn Recovery Fund while the US will hold elections in November. Where do you see risks and opportunities around the world?
3 From a strategic perspective, what are the asset classes we see value in today?

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The information and opinions contained in these recordings are derived from proprietary and non-proprietary sources deemed by to be reliable by Algebris and are not guaranteed as to accuracy or completeness. They may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that these will come to pass. Reliance upon information on this site and/or the recordings is at the sole discretion of the reader and/or listener. Past performance is not indicative of current or future results. Algebris is not providing any financial, economic, legal, accounting, or tax advice or recommendations in these podcasts.