Очень интересное интервью, чтобы послушать за длинным субботним завтраком
Стивен Дженнингс - основатель Ренессанс Капитала, одной из самых влиятельных инвестиционных фирм на российском, и позднее, в целом, развивающихся рынках. Ссылка на самый интересный момент про принятие решений. Do enjoy!
Очень интересное интервью, чтобы послушать за длинным субботним завтраком
Стивен Дженнингс - основатель Ренессанс Капитала, одной из самых влиятельных инвестиционных фирм на российском, и позднее, в целом, развивающихся рынках. Ссылка на самый интересный момент про принятие решений. Do enjoy!
"We as Ukrainians believe that the truth is on our side, whether it's truth that you're proclaiming about the war and everything else, why would you want to hide it?," he said. And while money initially moved into stocks in the morning, capital moved out of safe-haven assets. The price of the 10-year Treasury note fell Friday, sending its yield up to 2% from a March closing low of 1.73%. In addition, Telegram's architecture limits the ability to slow the spread of false information: the lack of a central public feed, and the fact that comments are easily disabled in channels, reduce the space for public pushback. For tech stocks, “the main thing is yields,” Essaye said. Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation.
from id
