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...
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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...
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...
Insights Over Coffee
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...
