Today’s Noise – Congrats to one of my favorite groups in the industry – AQR

Today’s Noise – Congrats to one of my favorite groups in the industry – AQR

Value Is Back — And So Is AQR – Forget the hearse, because I never die 
https://www.institutionalinvestor.com/article/b1xwvykklb0258/Value-Is-Back-And-So-Is-AQR

Sparks fly in battle for control of WisdomTree – ah remember the heady days of thinking you were all so WISE with your ETF beta b.s.
https://www.ft.com/content/9173b4a1-b898-49e8-babc-d3b4b0b841ab

SkyBridge Capital’s Anthony Scaramucci expects a pro-crypto presidential candidacy – perhaps – pols are just windmills on a pivot searching for the breeze – what they do once they catch it is another story
https://cointelegraph.com/news/skybridge-capital-s-anthony-scaramucci-expects-a-pro-crypto-presidential-candidacy

Bankers quit jobs for shot at riches in ‘Wall Street of crypto’ – ah yes – the old lemmings seeking the current trend of riches – follow the trail – most will fall off the cliff
https://www.japantimes.co.jp/news/2022/05/06/business/bankers-quit-jobs-for-crypto/

‘Betting on Hunger’_ Market Speculation Is Contributing to Global Food Insecurity – to me this could create more of a protectionist environment more than tech ever could – or bring out the best  in mankind (doubt it though)
https://thewire.in/economy/speculation-is-contributing-to-global-food-insecurity-significantly

Crypto’s evolution adds new risks to potential rewards – one thing about FX and Crypto is they’re both fun to trade
https://www.ft.com/content/85b492b3-d333-4738-9ff3-bf05ef2286f6

Elliott-owned AC Milan receives bid interest from RedBird Capital – great trade, but when are you guys going to wake up to the ultimate sport – Rugby – no flopping, no whining, no pads, no bling, just raw
https://www.ft.com/content/d8cecd68-7137-42b3-ae23-d27c27885dca

Carvana stock price_ Garcias lost 80% of their $32 billion fortune in 9 months – I heard Bob Geldof is writing a song for them and the other billionaires https://fortune.com/2022/05/06/stock-portfolio-carvana-ernie-garcia-ii-iii-fortune-down-80-percent-billionaires/

Compiled by KEVIN GAHWYLER

Kevin Gahwyler has over 28 years of experience in the hedge fund industry in various investment and C-Suite roles. Mr. Gahwyler is currently a Managing Director and Head of Business Development at Meteora Capital, LLC. A SPAC specialist that invests in the entire SPAC ecosphere through both closed-end funds as well as a hedge fund. Prior to joining the firm, Mr. Gahwyler was the COO and Director of Business Development of Measure 8 Ventures Management, LLC. In addition, before Measure 8, he was the President/CFO of Navy Capital Management, LLC. And Chief Operating Officer/Director of Business Development of Twin Securities, Inc. Kevin was also the founder of KenCole Capital. An investment bank boutique specializing in hedge fund structures and marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.

Lastly, Kevin graduated from Fairfield University with a B.S. in Biological Sciences. And from Thunderbird School of Global Management with a Masters in International Management.

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Today’s Noise – Congrats to one of my favorite groups in the industry – AQR