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Profiles in Credit - Catching Up With Callum Thomas

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Manage episode 307989288 series 2403339
Content provided by PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd 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.

In this episode Geoff Castle, Fixed Income Portfolio Manager, picks up his conversation with Callum Thomas, founder and head of research of Topdown Charts. They revisit Callum’s predictions from March 2021 to see what went right and what came out as a surprise. They also talk in depth about inflation, the impact of COVID on a variety of sectors, the sudden shift in the Chinese real estate market and finally Callum provides some insight into where he thinks the market is headed in 2022. Callum also provides his outlook and thoughts for a post pandemic world. The podcast ends with a data series that Callum recommends listeners follow.

  continue reading

77 episodes

Artwork
iconShare
 
Manage episode 307989288 series 2403339
Content provided by PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PenderFund Capital Management Ltd. and PenderFund Capital Management Ltd 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.

In this episode Geoff Castle, Fixed Income Portfolio Manager, picks up his conversation with Callum Thomas, founder and head of research of Topdown Charts. They revisit Callum’s predictions from March 2021 to see what went right and what came out as a surprise. They also talk in depth about inflation, the impact of COVID on a variety of sectors, the sudden shift in the Chinese real estate market and finally Callum provides some insight into where he thinks the market is headed in 2022. Callum also provides his outlook and thoughts for a post pandemic world. The podcast ends with a data series that Callum recommends listeners follow.

  continue reading

77 episodes

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