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Crescat Capital: U.S. Versus Germany 10-Years Spread Trade

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss how should people prepare for the upcoming bear market, US versus Germany 10 years spread, Meb Faber podcasts, and their favorite books and hobbies.

Q4 2019 hedge fund letters, conferences and more

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Raul Panganiban: All right. Yeah. So just want to know, how, how should people prepare for the upcoming bear market? And yeah, what should they be doing?

Kevin Smith: Well, we certainly think it's, it's not too late to be looking at you know,...

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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.