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Special Situations Research podcast
Inflation Peaked, Now What?
Ep. 10
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In this episode, we talked about the peaking of inflation this year, and the outlook ahead.
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9. Mortgage REITs Primer Part One, Preferred Investment Opportunities
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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.2. Fertilizer Industry, MOS, CF, MLP CEFs, Munis, CEF picks, Macro
01:43:25||Ep. 2Deep dive into the fertilizer industry, high free cashflow companies, and closed-end funds.