Process, Process, Process
Released Friday, 15th May 2026
Good episode? Give it some love!
Process, Process, Process
Process, Process, Process
Friday, 15th May 2026
Good episode? Give it some love!
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To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG)
To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG)
In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several ideas and how to implement them according to their framework: when to use options? How to think about convexity?
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