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Special Situations Research podcast
Fertilizer Industry, MOS, CF, MLP CEFs, Munis, CEF picks, Macro
Ep. 2
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Deep dive into the fertilizer industry, high free cashflow companies, and closed-end funds.
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10. Inflation Peaked, Now What?
58:14||Ep. 10In this episode, we talked about the peaking of inflation this year, and the outlook ahead.9. Mortgage REITs Primer Part One, Preferred Investment Opportunities
02:20:09||Ep. 9In this week's private space we discussed part one of our Mortgage REITs Primer and preferred investment opportunities.8. CPI, Bear Market Rally, Earnings Season Wrap Up, Distressed Debt Discussion, Shorting Risks
01:18:04||Ep. 8In this week's private space we discussed CPI, Bear Market Rally, Earnings Season Wrap Up, Distressed Debt Discussion, and Shorting Risks.7. Preferred Idea, Distillates Shortages, Earnings, CPI
01:14:21||Ep. 7In episode 7 of our VIP Space, we discuss a new Preferred Idea, Distillates Shortages, Earnings, and CPI.6. Preferred Database, 3 Shorts, Fed Meeting, Earnings Season.
52:40||Ep. 6On episode 6 of our VIP Space, we discuss our new Preferred Database, 3 Shorts, the Fed Meeting, and Earnings Season.5. Quantitative Tightening, Bond Volatility, and Earnings Preview
01:32:03||Ep. 5In this episode, we talk about Quantitative Tightening, Bond Volatility, and Earnings Preview.4. Fund Flows, Prefs, TWTR arb, SPAC Catalyst
01:10:42||Ep. 4Fund 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. Macro3. Bank of England Volatility, Is Credit Suisse going Bankrupt? Merger Arbitrage 101, Fixed to Float Prefs
01:01:00||Ep. 3Deep dive into merger arbitrage, understanding financing considerations, break price bidding wars and discussing European macro volatility.