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Episode 134
Featuring Eric Peters
Demetri Kofinas speaks with Eric Peters about investing in a volatile world. We are living through a period of radical uncertainty and disillusionment with institutions and markets that we haven’t seen for a hundred years. The stakes for portfolio managers, politicians and individuals have never been higher.

In Episode 134 of Hidden Forces, Demetri Kofinas speaks with Eric Peters, CIO of One River Asset Management and author of Weekend Notes about investing in a volatile world where four decades of assumptions about markets, politics, and policy no longer hold. 

We are living through a period of radical uncertainty and disillusionment with institutions and markets that we haven’t seen for a hundred years. International alliances are shifting. National priorities are changing. The role of government in society is growing. The stakes for portfolio managers, politicians and individuals have never been higher.

Learning how to navigate the volatility and radical uncertainty of the present moment is the seminal challenge that we face. How we manage that uncertainty in the years to come presents not only a financial challenge but an emotional one as well. It will define a generation and shape the fortunes of more to come.

If you want access to Demetri’s overtime with Eric Peters, as well as to the transcript and rundown for this week’s episode you can find those on our Hidden Forces Patreon Page. All subscribers gain access to our overtime feed, which can be easily added to your favorite podcast application.

Demeri does not take sponsors. Hidden Forces is 100% listener funded. If you value the show please consider joining our over 1000 premium subscribers. Learn more at HiddenForces.io/Subscribe.

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Subscribe & Support the Podcast at http://patreon.com/hiddenforces

Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod

Eric Peters is the Founder, CEO, and CIO of One River Asset Management. He has spent his 30+ year career trading global macro markets in NY, London, Chicago, California and now Connecticut. His firm manages five high conviction absolute-return volatility-oriented and systematic-trend strategies for corporate pensions, university endowments, superannuations, and asset managers across the US, UK, Australia and Asia.  Eric sees the world in a period of major economic and political transition, with the investment landscape shifting in ways that will make the coming five years look profoundly different from the past five. His firm’s strategies are built to profit from this dynamic environment while providing strong diversification benefits to traditional investment portfolios.

Eric also writes Weekend Notes, an unorthodox take on markets, politics, and policy that’s widely by investors who manage over $1trln in altnerative assets. The publication is also read by global central bankers, and senior leaders within policy and political circles. It is through this channel that he exchanges ideas and information, developing dialogue, and identifying risk/opportunities. It has been published every Sunday for a decade. Archived copies are available on LinkedIn.

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Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.

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Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. Sed vel lacus. Mauris nibh felis, adipiscing varius, adipiscing in, lacinia vel, tellus. Suspendisse ac urna. Etiam pellentesque mauris ut lectus. Nunc tellus ante, mattis eget, gravida vitae, ultricies ac, leo. Integer leo pede, ornare a, lacinia eu, vulputate vel, nisl.

Suspendisse mauris. Fusce accumsan mollis eros. Pellentesque a diam sit amet mi ullamcorper vehicula. Integer adipiscing risus a sem. Nullam quis massa sit amet nibh viverra malesuada. Nunc sem lacus, accumsan quis, faucibus non, congue vel, arcu. Ut scelerisque hendrerit tellus. Integer sagittis. Vivamus a mauris eget arcu gravida tristique. Nunc iaculis mi in ante. Vivamus imperdiet nibh feugiat est.

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Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.

Sed egestas, ante et vulputate volutpat, eros pede semper est, vitae luctus metus libero eu augue. Morbi purus libero, faucibus adipiscing, commodo quis, gravida id, est. Sed lectus. Praesent elementum hendrerit tortor. Sed semper lorem at felis. Vestibulum volutpat, lacus a ultrices sagittis, mi neque euismod dui, eu pulvinar nunc sapien ornare nisl. Phasellus pede arcu, dapibus eu, fermentum et, dapibus sed, urna.

Morbi interdum mollis sapien. Sed ac risus. Phasellus lacinia, magna a ullamcorper laoreet, lectus arcu pulvinar risus, vitae facilisis libero dolor a purus. Sed vel lacus. Mauris nibh felis, adipiscing varius, adipiscing in, lacinia vel, tellus. Suspendisse ac urna. Etiam pellentesque mauris ut lectus. Nunc tellus ante, mattis eget, gravida vitae, ultricies ac, leo. Integer leo pede, ornare a, lacinia eu, vulputate vel, nisl.

Suspendisse mauris. Fusce accumsan mollis eros. Pellentesque a diam sit amet mi ullamcorper vehicula. Integer adipiscing risus a sem. Nullam quis massa sit amet nibh viverra malesuada. Nunc sem lacus, accumsan quis, faucibus non, congue vel, arcu. Ut scelerisque hendrerit tellus. Integer sagittis. Vivamus a mauris eget arcu gravida tristique. Nunc iaculis mi in ante. Vivamus imperdiet nibh feugiat est.



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