Quant Partner's Daily Insights

Quant Partner's Daily Insights

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Quant Partner's Daily Insights
Quant Partner's Daily Insights
A Conversation With Phil Erlanger

A Conversation With Phil Erlanger

Geoff Garbacz's avatar
Geoff Garbacz
Apr 30, 2024
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Quant Partner's Daily Insights
Quant Partner's Daily Insights
A Conversation With Phil Erlanger
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In the last week, I had an interesting conversations with Phil. The conversation revolved around the rise in bond yields and the drop in prices. Another research shop had put out a piece on the bond market that a client forwarded to me. The idea was pretty simple.

Treasuries were oversold and should bounce. Very simple idea. So I called Phil to ask him i…

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