Lisa Abramowicz
speaker
84 appearances
2 recordings
1 series
first heard May 2026
last heard 3 Jun
Lisa Abramowicz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
Investment grade, longer duration, but tied to very reputable
So you just dance and cable and pick up some distressed software and wait to invest in this area until it falls out of bed?
How do you remain nimble at a time when you're going in and out of sometimes less liquid instruments?
Right now, would you rather be in public securities or private securities, just as a rule?
I mean, in terms of the interest, the demand...
Are you getting paid for the illiquidity premium?
Right now, we're looking out for a year where a lot of people keep talking about inflation and inflationary risks.
And this is one of the reasons why credit hasn't been as much of a sweet spot
How do you price that in?
I mean, at what point do you just start to increase the sleeve of equities and create some protection on the downside and kind of hope for the best with a couple of security selections?
You know, this is cognitive dissonance every single morning.
We talked to a lot of people, and we were speaking with Mike Wirth of Chevron the other day, and he said, we're going to end up with shortages.
If this keeps going, in the next couple of weeks, we could start seeing shortages in the United States.
Diesel inventories are at the lowest level since 2003.
And then you get an equity strategist on, a credit strategist on.
We're not looking at that.
That doesn't matter.
How do you think about that?
So in other words, buy mid-cap oil names.
I want to pull up the results of the poll.
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