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Convex Strategies | Risk Update: June 2020 – NBFIs, where the tails are hidden.

'Really it’s about getting the labor market back and getting it in shape. That’s been our major focus. I would say if we were to hold back because…we think asset prices are too high, others may not think so, but we just decided that that’s the case, what would happen to those people? What would…



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Convex Strategies | Risk Update: June 2020 – NBFIs, where the tails are hidden.

https://convex-strategies.com/2020/07/17/risk-update-june-2020

'Really it’s about getting the labor market back and getting it in shape. That’s been our major focus. I would say if we were to hold back because…we think asset prices are too high, others may not think so, but we just decided that that’s the case, what would happen to those people? What would…



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https://convex-strategies.com/2020/07/17/risk-update-june-2020

Convex Strategies | Risk Update: June 2020 – NBFIs, where the tails are hidden.

'Really it’s about getting the labor market back and getting it in shape. That’s been our major focus. I would say if we were to hold back because…we think asset prices are too high, others may not think so, but we just decided that that’s the case, what would happen to those people? What would…

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