Super Terrific Happy Hour Ep. 20: Not So Silent Sy

Making a welcome (and long overdue) return to the Super Terrific Happy Hour is friend-of-the-show Sy Jacobs, Managing Partner of Jacobs Asset Management, a long/short hedge fund which focuses on the financial sector and, funnily enough, given the events of this year, Sy has plenty of thoughts to share as we dig into an area of the market which has seen more than its fair share of upheaval in 2023. From the chaos unleashed by Silicon Valley and Signature Banks, we move through the difficulties in selling short in today's markets to a discusion of the art of short-selling and on to private credit markets, the BoJ, anti-fragility, gold, the Fed and so much more. Once again, Sy gives a masterclass in the art of managing risk and drags me and Steph along for the ride. Wonderful stuff!