Peter Tchir started his career at Bankers Trust and later at Deutsche Bank, running high-yield derivatives. He has traded all manner of fixed-income products, both on the sell side as a market maker and as a portfolio manager at a fixed-income hedge fund. During the financial crisis he ran the U.S. CDS-index business (made famous by The Big Short) for RBS.
Peter received B.S. in mathematics and computer sciences from the University of Waterloo and an MBA with distinction from Vanderbilt University, where he also won the Matt Wiggington Leadership Award for outstanding performance in finance.
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With so much going on in the markets, it's likely few people have had the time to connect these dots.
From overweighting dividend stocks to avoiding high-yield bonds, this is how I'm playing things here.
I won't be bullish until it hits $5,000.