Manus Cranny

Investing in Volatile Markets

Manus Cranny, Todd Boehly, Joshua Harris, Mike Novogratz, Amanda Staveley, Cornelia Meyer, Mary Daly, Tim Gosher, Yusuf Kutsy

Mike Novogratz, Joshua Harris, Amanda Stavely, and Todd Boehly convened to analyze a market landscape defined by impending political volatility from the Mueller report, a slightly inverted yield curve, and aggressive private equity leverage levels. The panelists distinguished between transitory trade tensions and a persistent tech war, while highlighting divergent investment strategies ranging from high-yield litigation funding and UK infrastructure to specific allocations in Bitcoin as a hedge against sovereign debt crises. Ultimately, the discussion concluded that despite dislocated assets and recessionary pricing, central banks retain sufficient firepower to stabilize the economy through future downturns.