A View of Markets From Overseas

Based in Sydney, Australia, David Adams, the chief investment officer at Reminiscent Capital, picked up on funding market stress early on. That helped his firm’s Asia-focused macro strategy implement a multi-step trade that delivered a 16.5% return in the first quarter of 2020. He joins the latest “What Goes Up” podcast to discuss how it worked, and what markets are signaling now. Mentioned in this podcast:  Bad Breath Offers a Rare Payoff in Listerine-Royalty Stake Sale Banksy's Covid-19 Warning