Tolkin, Zelter on Multi-Strats and Risks in the Market

This podcast features a discussion between two financial experts, Ryan Tolkin (multi-strategy hedge fund) and Jim Zelter (private market), on navigating the current market volatility. The conversation covers the impact of the new administration, increased uncertainty, and the shift in investor sentiment from concentrated tech stocks to a more dispersed approach. Specific strategies discussed include leveraging quantitative trading, short-term trading, and volatility strategies to benefit from market uncertainty. The panelists also address the growing role of private credit and the potential for increased liquidity in traditionally illiquid markets, highlighting the importance of origination and scale in this evolving landscape. The discussion concludes with insights into talent acquisition and retention strategies within the financial industry.