Author / Date: Joshua Peach — October 16, 2023
Source (URL):https://www.afr.com/markets/equity-markets/how-this-hedge-fund-pulled-off-2023-s-big-short-20231012-p5ebrm
Republished By:Sohn Hearts & Minds
The Australian Financial Review recently profiled Ravi Chopra and Azora Capital, detailing how the fund identified systemic weaknesses in US banks ahead of the March collapses.
The piece explores the parallels with the Global Financial Crisis, the mechanics behind the trade, and why understanding bank balance sheets still matters.
Read the full article here:
Echoes of the GFC in Azora’s “big short”
