In this webinar, Diego Parrilla, Managing partner at Quadriga Asset Managers covers wide-ranging topics around his anti-bubble framework and provides insights into:
- Bubbles vs Anti-Bubbles, how they are defined, how they work and what the implications may be of each
- How contrarian thinking can lead to better portfolio construction and what risk premia may be associated with such thinking
- What defensive strategies can be employed to capture long term alpha
The Anti-Bubbles is a contrarian framework that challenges the status quo and complacency of Global Markets towards the false belief/misconception that central banks and governments are infallible and in full control.
Deigo showcases his forward-looking analysis of the opportunities, risks, and unintended consequences associated with testing the limits of monetary policy, testing the limits of credit markets, and testing the limits of fiat currencies.
