In our newest conversation on Bespokecast, we talk to Guillermo Roditi Domínguez, a founder and managing director of New River Investments. Guillermo discusses his career in the capital markets including the challenges of entering the industry during the global financial crisis. We spend most of the conversation discussing markets he focuses on including municipal bonds, mortgage backed securities, and auto asset backed securities. He also offers a warning on the impact of stealth fiscal tightening in the US which has prevented strong pre-tax wage gains from passing through to more robust final demand. You can follow New River on Twitter here.
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