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Transcript: Boaz Weinstein – The Big Picture

     The transcript from this week’s, MiB: Boaz Weinstein, Saba Capital, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can be found...

10 Monday AM Reads – The Big Picture

My back to work morning train WFH reads: • Meet the Hedge-Fund Manager Who Warned of Terra’s $60 Billion Implosion Kevin Zhou of Galois Capital says he started warning about Terra as a ‘public service to also let everybody else know’ about its dangers....

Secular vs. Cyclical Markets (2022)

    I wanted to say a few words this morning on the differences between secular and cyclical markets. This is more than just a technical distinction followed by a handful of market historians but rather an explanation as to why markets can and do...

10 Sunday Reads – The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • How Twitter lost the celebs: Elon Musk was right that Twitter’s most popular accounts have gone quieter over the years. Hollywood insiders explain what happened — and why Musk’s ownership might...

10 Weekend Reads – The Big Picture

The weekend is here! Pour yourself a mug of organic Peabody beans coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • The Market Is Wrong, Bro: Stocks go up, stocks go down, and confirmation bias. The market...

MiB: Boaz Weinstein, Saba Capital

     This week, we speak with Boaz Weinstein, founder and chief investment officer of Saba Capital Management. Prior to that, he was co-head of global credit trading at Deutsche Bank, where he founded Saba Principal Strategies as a proprietary trading group at Deutsche Bank in...