Tue, May 26, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Trading conditioned by political and violent risk analysis
Brian Lawson in Conversation with Sona Blessing
 
Tuesday, November 13, 2012

radio Brian Lawson is Chief Global Economist at Exclusive Analysis. He has spent more than 30 years in investment banking, and in his current position, focuses primarily on economic and financial risks, including commodities and sovereign debt.
In this feature he shares insights on for example, their "...knowing at an early stage, that Russia was likely to lift its wheat ban, when the Russian Ministry of Agriculture was telling the world press that the wheat ban will remain in place."... In being able to share this information almost three months ahead, with their clients he says: "You can make a large amount of money if you call a market correctly."

 Download this feature as MP3 (10.32 MB)

 
Listen to the complete feature
Trading conditioned by political and violent risk analysis

Duration: 11:16 

 

Or listen to selected sub-features
  • Q1 - How do you access and factor for political risk in your scheme of things?

    Duration: 01:28 


  • Q2 - Were you able to forecast the Arab Spring?

    Duration: 00:49 


  • Q3 - How successfully can one use the "information" you provide to condition discretionary positions?

    Duration: 01:28  


  • Q4 - Has this translated into measurable performance?

    Duration: 01:06 


  • Q5 - How do you measure "violent" risk?

    Duration: 01:41 


  • Q6 - On your radar screen - what do you see emerging as sources of potential risk?

    Duration: 01:35 


  • Q7 - What are some of those that you have flagged in China?

    Duration: 00:52 


  • Q8 - Would you say Chinese real estate is in a „bubble“? Would you rate that as a risk?

    Duration: 02:18 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Comment - Top hedge fund managers talk about how easy their jobs have gotten, BlackRock to Schroders warn of Argentina’s $20bn bond glut, The 35-year “investment supercycle” is drawing to a close, says Bill Gross, Gundlach: When the Fed starts hiking rates, 'GET OUT' of this asset class[more]

    Top hedge fund managers talk about how easy their jobs have gotten From Businessinsider.com.au: Time was, before the financial crisis hit, corporate boards treated multi-billion dollar hedge fund managers like Jehovah’s Witnesses pounding on their doors and flashing bibles. But no more.

  2. T Rowe's challenge to Dell deal may fuel critics of 'appraisal'[more]

    From Reuters.com: An increasingly popular tactic used by hedge funds and others to extract more money from buyouts could soon face a major courtroom test when a big investor in Dell Inc may argue that it should be paid a higher price for the 2013 acquisition of the PC maker. The strategy, known as "

  3. News Briefs - Ergen says LightSquared plan unfairly favors hedge funds, Why hedge fund managers make good advisory clients, I learned a lot about dad-bros after spending 4 days in Vegas with 2,000 hedge funders[more]

    Ergen says LightSquared plan unfairly favors hedge funds LightSquared Inc.’s bankruptcy plan gives hedge funds that invested in the broadband company a leg up while blocking telecommunications firms from competing with it, a fund owned by Dish Network Corp. Chairman Charles Ergen said in

  4. Opalesque Exclusive: SEC approves proposed changes to Form ADV, '40 Act - comment period to follow[more]

    Bailey McCann, Opalesque New York: Hedge funds and providers of liquid alternatives will want to pay close attention to proposed reforms approved by the SEC yesterday. The changes will require more frequent reporting, as well as a closer look into social media, liquid alternative strategies, and

  5. Opalesque Exclusive: Ovation Partners targets opportunities where few "natural lenders" participate[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Changes in financial regulations post-2008 (Dodd-Frank and Basel III) are forcing banks to significantly alter their core lending businesses. And as mid-sized