EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

This Time It Is Different (Part 2)

Aitken Advisors

Fri 18 Nov 2022 - 15:00 GMT / 10:00 EST

Topics

The question is not whether CCP margin is to “blame” for the dash-for-cash

the question is does the system have enough liquidity ready in the right places to respond to derivative market volatility, without adverse consequences for financial stability

James believes the answer is no, and that the LDI debacle is therefore a metaphor for non-linear risk unwinds to come