Eye On The Market

The Thucydides cap on the China equity rebound trade

Listen Later

For participants in the China equity rebound trade: once you hit your return targets, take the money and run.

Click here to read the full PDF and view the video.

...more
View all episodesView all episodes
Download on the App Store
Eye On The MarketBy Michael Cembalest
  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

273 ratings

More shows like Eye On The Market

View all
Exchanges by Goldman Sachs

Exchanges

965 Listeners

Masters in Business by Bloomberg

Masters in Business

2,181 Listeners

Odd Lots by Bloomberg

Odd Lots

1,941 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

97 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

799 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

184 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,118 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,294 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

76 Listeners

Vital Dawn by Adam Crisafulli

Vital Dawn

89 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

436 Listeners

The Markets by Goldman Sachs

The Markets

80 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,411 Listeners