Ozan Tarman

speaker

716 appearances 2 recordings 1 series first heard Apr 2025 last heard Sep 2025

Ozan Tarman’s voice in public audio — every appearance, attributed to the second.

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And I love I'm I'm uh as you know, I'm a person who tries to bring things together.

So in these roundtables, small or big, yeah, it's not just hedge funds, it's not just real money, it's not uh just foreign wealth funds.

All asset classes, credit rates, FX, emerging markets, my proud terroir.

Equity, of course.

Uh so they learn from each other as well.

Because

Because uh we talked about the it in these shows.

An equity perspective can be very different to a race perspective.

Right as we speak, again we are in one of these doldrums on if you define macro just as rates and FX, it's almost like a magnet.

Four twelve.

Okay, we tried we on US ten year we we tried below four percent, four twelve, four thirteen, four fourteen.

As Tracy said, we are recording this on September 23 at 9 a.m.

In three hours, Chair Powell will speak.

Uh, let's see if he changes tone or sticks to his so-called hawkish presser.

Some people hope that may again ignite a little bit of the other stronger uh race higher tone.

Otherwise, volatility in effects and rates are struggling.

Meanwhile, equities continue to better and better.

And back to your question, different uh sets of clients come.

to my round tables, coming to my realm, learn from each other on why different assets classes act differently.

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