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Ep. 9: Mark Holman

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Manage episode 323936268 series 3332544
Content provided by Alex Watson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Watson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alex and Frank are joined by Mark Holman, CEO and portfolio manager at TwentyFour Asset Management, a boutique bond shop running some $28bn.

Mark told us about an error he made going into the Covid crash of 2020 and how the lessons learned from that mistake helped the firm position well for the recovery.

One of our most prepared guests yet, Mark also ran us through a list of common mistakes all bond investors make and what can be done to avoid them.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 323936268 series 3332544
Content provided by Alex Watson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Watson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Alex and Frank are joined by Mark Holman, CEO and portfolio manager at TwentyFour Asset Management, a boutique bond shop running some $28bn.

Mark told us about an error he made going into the Covid crash of 2020 and how the lessons learned from that mistake helped the firm position well for the recovery.

One of our most prepared guests yet, Mark also ran us through a list of common mistakes all bond investors make and what can be done to avoid them.

  continue reading

39 episodes

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