Hunter Frey, Analyst

Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

The “Halo Effect” on Healthcare

Despite normalcy settling in with almost 30% of Americans fully vaccinated and social restrictions gradually easing, investors should not forget the innovative power of specific sectors that became magnified throughout the pandemic.

The Social Experiment: The Game Theory of COVID-19 and Markets

Unconventional investing approaches such as insider buying, corporate buybacks, and socially conscious initiatives will remain the investing antagonist to traditional growth and value investing approaches that have the potential to capture “alternative” returns.

The Next Stage of Disruptors: Part 2

As we explained in “The Next Stage of Disruptors: Part 1,” we discussed the start of “the Age of the New Disruptor,” innovative disruptive industries' historical economic dominance, and the microeconomics of innovation. We also highlighted tier 1 disruptors, innovations or technological advancements that have started to gain mainstream adoption, creating some of the most coveted growth investment opportunities to date.

The Next Stage of Disruptors: Part 1

Many yearn for a degree of pre-COVID norms. Nevertheless, as we gradually adapt to the stubborn social standards spawned by the pandemic's reaction, we cannot forget the opportunities it has created and behavioral expectations that will likely remain.

The Next Stage of Disruptors: Part 1

Many yearn for a degree of pre-COVID norms. Nevertheless, as we gradually adapt to the stubborn social standards spawned by the pandemic's reaction, we cannot forget the opportunities it has created and behavioral expectations that will likely remain.

The “Great Rotation”: Is it Time for Value?

We are now, approximately one year from the start of the COVID-19 pandemic’s onset in the United States. In short, we remain in the midst of a stock market rotation away from “momentum” stocks fueled by COVID-related shutdowns and societal adaptations towards “value” stocks that remain historically cheap and consist of cyclical laggards.

Are Commodities on the Brink of a “Supercycle”?

The economic recovery and reflation tailwinds wreaked havoc on stocks and other risk assets last week. As predicted in “Fixed Income’s year Ahead 2021: Short-Term Corporate Bonds & Legacy Non-Agency RMBS” yields at the longer end of the yield curve surged (bear steepening) with the US 10-Year Treasury reaching 1.61% (highest level in almost a year).

Are Commodities on the Brink of a “Supercycle”?

The economic recovery and reflation tailwinds wreaked havoc on stocks and other risk assets last week. As predicted in “Fixed Income’s year Ahead 2021: Short-Term Corporate Bonds & Legacy Non-Agency RMBS” yields at the longer end of the yield curve surged (bear steepening) with the US 10-Year Treasury reaching 1.61% (highest level in almost a year).

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