Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh is joined by Guner Turkmen, CEO of Lake Geneva Investment Partners, and Peter Mezzomo, a Portfolio Manager at Lake Geneva Investment Partners, to unpack the recent rally in gold and its evolving role in global markets. The conversation explores gold’s growing correlation with equities and risk assets, the factors driving central bank demand, and the behavioral dynamics fueling speculative buying. The discussion al...

Send us a text In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El Bahraoui delve into the complexities of global yield curves, the pressures facing the Federal Reserve, and the implications of fiscal deficits. They discuss the current state of rate markets, the challenges posed by various global economies, and the role of the Bank of Japan in shaping market dynamics. The conversation also touches on credit spreads, market risks, and the potential for future economic...

In this episode of Insights Over Coffee, host Sahhar Saleh and guest Peter Mezzomo, a portfolio manager at Lake Geneva Investment Partners, delve into the complex world of leverage in finance. They explore its dual nature as both a tool for wealth creation and a potential source of catastrophic loss. The conversation covers historical examples, the psychology behind leveraging, and the importance of understanding both personal and collective leverage in the market. The episode concludes with ...

In this episode of Insights Over Coffee, host Sahhar Saleh and CEO Guner Turkmen delve into the world of hedge funds, exploring their evolution, purpose, and the impact of market cycles on investor behavior. They discuss the importance of liquid alternatives in investment portfolios, the emotional aspects of investing, and how to manage risks effectively. The conversation also touches on the hedge fund landscape post-2000s and the current trends in institutional allocations, providing insight...

The Day Japan’s Bond Market Woke Up What happens when one of the world’s most stable and overlooked markets suddenly starts moving? In this episode, we dive into the surprising shift in Japanese government bonds (JGBs), a market once known for silence, now making global headlines. From the Bank of Japan's evolving strategy to the ripple effects across global portfolios, we unpack why this quiet giant may no longer be so quiet, and why investors everywhere should be paying close attention. Thi...