Long-Term Pain for Stocks & Bonds with Neal Berger
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Interview recorded - 9th of March, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Neal Berger, President at Eagles View Asset Management. During our conversation we spoke about the recent monetary regime change, why this caused all assets to go down in 2022, how the same thing will happen in 2023 and whether we will see a 2018 like pivot. I hope you enjoy!0:00 - Introduction0:12 - What happened in 2022?17:35 - Central Bank liquidity main driver of all markets19:15 - Why did bonds depreciate with stocks in 2022?21:10 - Are all assets going to go down in 2023?26:50 - We have seen a Central Bank Regime change28:00 - Could we see 2018 like pivot?31:50 - What else could you keep an eye on?35:30 - One message to take away from our conversation?Neal Berger is the Founder of Eagle’s View Capital Management, LLC, a hedge fund advisory firm and the investment manager to a number of fund-of-fund vehicles. Mr. Berger has over 25 years of experience on Wall Street and has been in the hedge fund industry for over 20 years. He has been allocating to hedge funds for over 18 years.Prior to founding Eagle’s View, Mr. Berger was the Founder and Director of the multi-strategy funds Apogee Fund, Ltd. and New Edge, Ltd. Mr. Berger had previously been employed as a global macro trader at New York-based Millennium Partners.Mr. Berger has allocated capital to hedge funds on behalf of wealthy families and has also been employed as a Vice President of Proprietary Trading with Chase Manhattan Bank and Fuji Bank in New York. He also served as Vice President and senior member of a proprietary trading group for Union Bank of Switzerland. Mr. Berger started his career as a Financial Analyst at Morgan Stanley. Mr. Berger earned a B.A. in Economics from the State University of New York at Albany.Neal Berger - Email - [email protected] - https://www.linkedin.com/in/neal-berger-972291/WTFinance - Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://corporatefinanceinstitute.com/resources/capital-markets/stock-market-crash/