Mary Callahan Erdoes Full Pitch From The 2018 Delivering Alpha Conference

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Jacob Wolinsky
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Delivering Alpha full speech from Mary Erdoes – see more of our coverage here [timeless] Q2 hedge fund letters, conference, scoops etc Mary Erdoes : And so you asked the most important question what’s going to move the market as a trader is it interest rates? For starters the entire world is priced on the interest rate market so that is by definition the most important thing. That’s all priced in, every scenario has been stress tested and thought through and the markets price that in daily. Every 50 billion, 200 billion, 400 billion, all those numbers that’s also been…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.