Ep. 78 Erez Kalir What Are You Afraid Of?
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Porter and Erez talk trading. Porter asks him how he got his start in the hedge fund world. \\u201cIt wasn\\u2019t through the usual path.\\u201d That\\u2019s what makes him one of Porter\\u2019s go-to guys... And as friends do, they swap great trading stories.
\\nThey talk about the eventual end-game of all this quantitative easing and what happens when the central banks have to unwind their positions. Erez cautions \\u201cwhatever outcome happens, it will likely be associated with an enormous amount of volatility in the markets that will be very painful and very difficult to endure.\\u201d
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