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WHO ARE MY (ECONOMIC) NEIGHBORS? Many seemingly unrelated firms are in fact close economic neighbors. The fortunes of these firms will wane and wax…
WHO ARE MY (ECONOMIC) NEIGHBORS? Many seemingly unrelated firms are in fact close economic neighbors. The fortunes of these firms will wane and wax…
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We recently collaborated with Lauren Goodwin at New York Life Investments on the inflation outlook and implications for asset class returns. The…
We recently collaborated with Lauren Goodwin at New York Life Investments on the inflation outlook and implications for asset class returns. The…
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Experience
Education
Languages
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English
Native or bilingual proficiency
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Chinese
Native or bilingual proficiency
More activity by Yong
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AI For Everyone is now available on Coursera! This course will help non-engineers and engineers work together to leverage AI capabilities and build…
AI For Everyone is now available on Coursera! This course will help non-engineers and engineers work together to leverage AI capabilities and build…
Liked by Yong Su
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During late cycles, investors should be mindful of the negative convexity in their portfolios generated by exposures to credit, private equity, real…
During late cycles, investors should be mindful of the negative convexity in their portfolios generated by exposures to credit, private equity, real…
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We had some interesting conversations over the past few days following the distribution of our “Endgame” paper. Many of them were centered on the…
We had some interesting conversations over the past few days following the distribution of our “Endgame” paper. Many of them were centered on the…
Liked by Yong Su
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" ... every time a new iPhone is released, people google 'slow iPhone' because of problems with their existing iPhone. The searches correlate exactly…
" ... every time a new iPhone is released, people google 'slow iPhone' because of problems with their existing iPhone. The searches correlate exactly…
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Inverse ETF is a poor way to hedge against market turmoils. Many of them did more harm than good back in 2008. An inverse ETF, like any leveraged…
Inverse ETF is a poor way to hedge against market turmoils. Many of them did more harm than good back in 2008. An inverse ETF, like any leveraged…
Liked by Yong Su
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Tail hedge paper by Michael Ning, CIO of PhaseCapital
Tail hedge paper by Michael Ning, CIO of PhaseCapital
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