Finding Relative Value Amid Credit Market Madness (w/ Boaz Weinstein and Ed Harrison)

Finding Relative Value Amid Credit Market Madness (w/ Boaz Weinstein and Ed Harrison)

Boaz Weinstein, founder and CIO of Saba Capital Management, made a name for himself at Deutsche Bank in the early days of credit derivatives. Since leaving to start his own fund he has continued to make a name for himself as a master of credit derivatives and relative value. In this interview with Real Vision’s Ed Harrison, Weinstein discusses how the current environment of tight spreads for pristine balance sheets and vulnerable companies alike is presenting some interesting relative value opportunities. Harrison and Weinstein also discuss Bill Ackman's recent reup on the same big CDS trade that has helped Saba return over 70% YTD, the Fed’s role in credit markets and credit ETF liquidity problems, and the opportunities Weinstein is seeing in closed-end funds. Key Learnings: The credit of companies with close to zero percent chance of defaulting is trading at the same prices as companies with serious COVID risks is presenting RV opportunities. Closed-end funds trading at discounts to NAV are also presenting rare opportunities for yield in this low-rate environment. Recorded on November 23, 2020. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Fed Turmoil, Gold Hits New Highs, and Crypto Holds Steady: PALvatar Market Recap, January 12 2026

Fed Turmoil, Gold Hits New Highs, and Crypto Holds Steady: PALvatar Market Recap, January 12 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

12 Jan 4min

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

12 Jan 35min

Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)

Crypto in '26: Raoul's Vision or We Get Rekt? | REKT Vision (January 09, 2025)

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

10 Jan 1h 1min

US Jobs Miss, China Inflation Hopes, and Crypto Policy Shifts: PALvatar Market Recap, January 09 2026

US Jobs Miss, China Inflation Hopes, and Crypto Policy Shifts: PALvatar Market Recap, January 09 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

9 Jan 5min

Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

Red Equities, Strong Services, and Crypto Volatility: PALvatar Market Recap, January 08 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

8 Jan 5min

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

Trading the Markets: January 07, 2026 | Kris Bullock and Nico Brugge

☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

7 Jan 29min

Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

Geopolitics Stall the Rally, Europe Hits Inflation Target, and Crypto Volatility: PALvatar Market Recap, January 07 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

7 Jan 5min

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

US Stocks Near Records, Weak ISM PMI, and Bitcoin ETF Flows Surge: PALvatar Market Recap, January 06 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

6 Jan 5min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
rss-investering-gjort-enkelt