Show notes
For the 4th instalment of the STHH, Grant and Stephanie had the great pleasure of chatting with Sy Jacobs. He is the illustrious founder of JAM Partners, a hedge fund focused on US financials, which he has run with an envious track record for 25 years. His insights would be welcome any time, but they are particularly invaluable now. He covers his thoughts about the credit cycle, similarities and differences to those past and has one long idea that will knock your socks off! Enjoy!