Klarman Cub Fidalgo Buys Cheap Korean CDS, But Will It Pay Off After Nuclear War?Mark Melin
There are some risks that can’t be quantified, and that’s just fine with Seth Klarman “cub” and former employee Miguel Fidalgo. Like the value-focused master under which he received his real-world tutelage, the founder of Triarii Capital Management knows that certain market situations are too complex and nuanced for a computer to understand.
Take the South Korean credit default swaps (CDS) Triarii . . .
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