Resonanz Spotlight
This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
Podcasting since 2024 • 27 episodes
Resonanz Spotlight
Latest Episodes
Capital Structure Arbitrage: When Markets Disagree
Vincent and Saâd unpack a strategy that sits right between equity and credit — capital structure arbitrage.Why do stocks and credit spreads sometimes tell completely different stories about the same company? And how do professional inves...
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Season 3
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Episode 1
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6:49
The Great Quant Convergence: When Prop Shops Meet Pod Shops
High-frequency trading firms and quantitative hedge funds once operated in completely different worlds. Now they're competing head-to-head for the same alpha.Vincent and Saâd explore why ultra-high-frequency strategies hit a hard capacit...
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Season 2
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Episode 13
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11:38
The Center Book: The Quiet Heart of Multi-Manager Hedge Funds
Everyone talks about pods and PMs in multi-manager hedge funds. But what about the Center Book?In this episode, Vincent and Saâd unpack the quiet infrastructure at the heart of every multi-manager platform — managing firm-wide risk, bala...
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Season 2
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Episode 12
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8:44
Two Games, One Field: Why SRT and CLO Investors Play by Different Rules
In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break down why SRTs and CLOs, often grouped under “structured credit”, are actually two very different games. They explore how banks, regulators, and investors eac...
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Season 2
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Episode 11
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8:52
Nick Baltas – Designing Systematic Portfolios
In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next....
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Season 2
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Episode 10
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33:59
Fan Mail
this was a great episode— please have more episodes on NAV financing. Thanks. Elham
Bronx, New York