At the 2024 Sohn London Conference, Diego Megia, Founder and Chief Investment Officer of Taula Capital, presented a compelling fixed-income trade idea that stands out for its simplicity and upside potential. Megia argued for a long position in EU-issued bonds paired with a short position in similarly rated European sovereign bonds, highlighting an inefficiency in the pricing of EU bonds that provides an opportunity for investors while pointing out broader implications for European fiscal policy. Diego was a senior trader at Millennium Management before launched his own hedge fund earlier this year.
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