Greg Lippman Of The Big Short: Inflation Is Still An Issue; Economy Is Showing Mixed Signals; Recession Is A Possibility [In-Depth]

LibreMax Capital is a firm founded by Greg Lippmann, which we are sure you remember from The Big Short where he was portrayed by Ryan Gosling. They run a diverse strategy approach, which includes liquid long only, hedge diversified, opportunistic with high discounts, and investing in broadly syndicated loans.

Hedge Fund Alpha received LibreMax's latest Q2 letter to investors, in which the $10.5 billion hedge fund discusses macroeconomic indicators, the performance of its portfolio, and current market trends.

The Fund achieved 6.43% YTD gains, while Q2 performance equaled 2.71%. The expectations are shifting regarding FED policies which resulted in market volatility. The bond market underwent increased volatility,...