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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

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Q2 hedge fund letters, conference, scoops etc

Mary Callahan Erdoes
Image source: CNBC Video Screenshot

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...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.