Ep. 78 Erez Kalir – What Are You Afraid Of?

Porter and Erez talk trading. Porter asks him how he got his
start in the hedge fund world. “It wasn’t through the usual
path.” That’s what makes him one of Porter’s go-to guys... And as
friends do, they swap great trading stories.


They talk about the eventual end-game of all this quantitative
easing and what happens when the central banks have to unwind
their positions. Erez cautions “whatever outcome happens, it will
likely be associated with an enormous amount of volatility in the
markets that will be very painful and very difficult to endure.”