Special Situations Research podcast

In this episode, we talked about the peaking of inflation this year, and the outlook ahead.

In this week's private space we discussed part one of our Mortgage REITs Primer and preferred investment opportunities.

In this week's private space we discussed CPI, Bear Market Rally, Earnings Season Wrap Up, Distressed Debt Discussion, and Shorting Risks.

In episode 7 of our VIP Space, we discuss a new Preferred Idea, Distillates Shortages, Earnings, and CPI.

On episode 6 of our VIP Space, we discuss our new Preferred Database, 3 Shorts, the Fed Meeting, and Earnings Season.

In this episode, we talk about Quantitative Tightening, Bond Volatility, and Earnings Preview.

Fund Flows, Prefs, TWTR arb, SPAC Catalyst. We went over a few SPACs that we put on our watchlist recently, as well as a few Prefs. Macro

Deep dive into merger arbitrage, understanding financing considerations, break price bidding wars and discussing European macro volatility.

Deep dive into the fertilizer industry, high free cashflow companies, and closed-end funds.