SkyBridge Doesn't See High Risk of Recession, Co-CIO Gayeski Says

The video discusses hedge fund strategies, focusing on economic growth, equity strategies, and US cash flows. It highlights investment opportunities in workforce housing and CMBS, and the need for dynamic allocations in response to market trends. The discussion covers corporate credit, distressed securities, macro strategies, and multi-manager platforms. It concludes with insights on redemption terms and investment flexibility.

What is the expected economic growth rate mentioned in the first section?

• Around 0.5%

• Around 1%

• Around 2%

• Around 3%

Which type of cash flow is being ramped up according to the first section?

• European equities

• Cryptocurrency investments

• US-focused cash flows

• International bonds

What is the main focus of the second section regarding portfolio allocations?

• Being dynamic and flexible

• Maintaining a static portfolio

• Investing solely in equities

• Avoiding all risks

In the event of a bear market, what is the strategic shift mentioned in the second section?

• Focus on international markets

• Shift towards corporate credit

• Increase in equity exposure

• Invest in real estate

What was the challenge faced in Q1 as discussed in the third section?

• Credit spreads causing losses

• High inflation rates

• Decline in real estate values

• Lack of investment opportunities

Which multi-manager platform is mentioned as having a small position in the third section?

• Alford

• Millennium

• BlackRock

• Citadel

What is the typical redemption term preference mentioned in the final section?

• Annual liquidity

• Monthly liquidity

• Quarterly 90 liquidity

• One year hard lock