On The Tape – Spring of ‘08 Vibes with Brett Jefferson of Hildene Capital Management

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On this episode of On The Tape Guy, Dan, and Liz Young, head of investment strategy at SoFi, discuss JPMorgan taking over First Republic Bank after the U.S. seizure (2:00), whether earnings is signaling a new bull market (15:00), and the Fed meeting (24:30). Dan and Guy interview Brett Jefferson, founder and president at Hildene Capital Management, and talk about regional banks (41:30), his company’s strategy and themes that could play out in 2023 (53:30), and bond volatility (55:30).

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The post On The Tape – Spring of ‘08 Vibes with Brett Jefferson of Hildene Capital Management first appeared on Risk Reversal.