Paul Sweeney

speaker

2,349 appearances 315 recordings 8 series first heard Sep 2024 last heard yesterday

Paul Sweeney’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 282 in all, peaking in May 2026 with 51.

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Once again, we're studying within private credit the efficacy of hedging.

In every single class ever been taught, there's a point where a hedge catches up with you.

How close are we within re-hedging where the game, the shell game we're playing, where we get to a shock, a tip point that upsets the apple cart?

The real yields come up.

But the private credit people, Paul, will say, well, we're not leveraged.

I'm listening to Robert Kaplan.

On AI, what is your observation on a roll-up of all the competitors now?

Are there too many?

Just on a unit basis, are there too many players?

Thank you for the comments on Kansas City.

The Royals, I mean, was George Brett's bad tard?

I think it was.

Robert Kaplan, thank you, thank you.

All right, thank you.

The Kansas City Royals with a modest interest in Goldman Sachs.

And, of course, his public service at the Federal Reserve Bank of Dallas.

Odd Lots · What War in Iran Means for China's Teapot Oil Refineries · 13 Mar 2026 podcast

I'm Paul Sweeney. voice-verified

We bring you complete coverage of stocks, bonds, commodities, even crypto. voice-verified

All the information you need to excel in the markets. voice-verified

I'm Paul Sweeney. voice-verified

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