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.