Insights Over Coffee

War, Oil & Market Chaos

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new] In this episode of Insights Over Coffee, Sahhar Saleh is joined by Guner Turkman, CEO of Lake Geneva Investment Partners, and Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, to discuss how intensifying geopolitical tensions are influencing global markets. They explore a volatile start to 2026, the impact of energy disruptions and inflation, and how these forces are shaping asset classes, from credit and fixed income to gold. The conversation also highlights potential risks ahead, particularly in private credit, as markets begin to absorb the effects of ongoing geopolitical shifts.

Votre portefeuille est-il à toute épreuve?

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new] Dans cet épisode d’Insights Over Coffee, l’animateur Sahhar Saleh et le CEO Guner Turkmen plongent dans l’univers des hedge funds, en explorant leur évolution, leur raison d’être et l’impact des cycles de marché sur le comportement des investisseurs. Ils abordent l’importance des alternatives liquides au sein des portefeuilles d’investissement, les dimensions émotionnelles de l’acte d’investir, ainsi que les méthodes pour gérer les risques de manière efficace. La discussion s’intéresse également au paysage des hedge funds après les années 2000 et aux tendances actuelles des allocations institutionnelles, offrant un éclairage sur l’avenir de l’investissement.

From Promising to Problematic: Has Private Debt Grown Too Fast?

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new] In this episode of Insights Over Coffee, host Sahhar Saleh and guest Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, delve into the evolving landscape of private debt. They discuss its rapid growth, particularly post-2008, the risks associated with this asset class, and the potential future challenges it may face. The conversation highlights the importance of understanding the complexities of private debt and the implications for investors in a changing economic environment.

Understanding Gold's Recent Rally

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new]  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 also examines the short- and long-term implications of this shift, including the potential for market corrections as investor expectations adjust, and concludes with a “Signal or Noise” segment assessing whether gold’s surge marks a lasting structural change or a temporary market phenomenon.

How Global Bonds are Rewriting the Rules of the Market

Send us Fan Mail [https://www.buzzsprout.com/2515446/fan_mail/new] 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 turbulence, culminating in a segment that evaluates recent market headlines.