Noli de Pala, Trilake Partners
Noli de Pala, Trilake Partners
11 April 2022
The Risks If the Fed Does-- or Doesn't-- Reduce Its Balance Sheet
The minutes of the Federal Reserve's last policy meeting revealed that the US Central Bank is planning to shrink its bloated balance sheet which is at almost 9 Trillion US Dollars. But what's the worst that could happen if the Fed keeps those assets? Noli de Pala, CIO of Trilake Partners, joined us on Prime Time to discuss the Fed's plans to shrink its balance sheet, and if there are still opportunities out there amidst all the uncertainty.
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Listen to his previous podcasts:
27 September 2021
Market View: Why China Evergrande's Woes Aren't Similar to Lehman Bros' Collapse
Worries over China Evergrande's current problems linger, but concerns over it potentially triggering broader regional risks have subsided. Noli De Pala, Chief Investment Officer for Trilake Partners, joined us on Prime Time to discuss the gravity of Evergrande's missed bond payments, and why the developer's issues aren't worrying him as much as Lehman Brothers' collapse around 13 years ago. He also offers his outlook on markets in the 4th quarter, and what he makes of the growing rockiness in markets.
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18 May 2021
How Rising Inflationary Concerns Are Impacting Risk Management Strategies
Worries about rising inflation seem to be gripping markets and investors even more tightly in recent weeks. Noli de Pala, CIO of Trilake Partners, joined us on Prime Time to discuss how these inflationary trends might be impacting risk management strategies, and how investors can prepare for these. He also touched on why Trilake hasn't recommended cryptocurrencies to their clients.
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2 November 2020
Market View: Assessing Market Sentiment Ahead of the US Elections
The much-awaited US Elections on November 3 are just around the corner, and we asked Trilake Partners' CIO Noli de Pala to join us on Prime Time. We asked him where he was during the volatile aftermath of the 2016 Elections, how they're preparing for potential volatility leading up to and after the polls, and also his thoughts on Ant Group's upcoming dual listing, along with what their checklist at Trilake is for deciding whether or not to invest at the IPO level.
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9 April 2020
The Risks In Betting on a Market and Economic Recovery
Markets have looked more encouraging -- with resilient gains against the backdrop of the COVID-19 pandemic. Is it too early to bet on a sustained bounce back for global markets? Noli de Pala, Chief Investment Officer of Trilake Partners, talks about the risks of betting on a sustained comeback, why credit risks are tricky to forecast, and why a possible economic recovery might resemble a letter from the Cyrillic, rather than the Roman, alphabet.
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6 May 2019
Looking at Monday's Market Meltdown with Trilake's Noli de Pala
Asian markets tumbled on Monday after the US announced it was raising tariffs on Chinese goods this Friday. But for Trilake Partners' CIO Noli de Pala, twitter-induced market volatility is now all par for the course. He speaks to Prime Time about why Trilake looks at China as a consumption and not a trade story, and how they're managing risks in these volatile times.
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20 Mar 2019
Trilake Partners' Arnulfo de Pala on Markets and Risks
Markets may have done well over the first few months of 2019, but Trilake Partners' CIO Arnulfo 'Noli' de Pala is broadening his horizons. He spoke to Prime Time about lopsidedness in the markets, recession odds and the growing presence of geopolitical risks.
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