Recently, The Globe and Mail ran a story about Vijai Mohan, a U.S. hedge fund manager who has made an all-in bet against Canada.
The founder of a small San Francisco-based hedge fund called Hyphen Partners LP has staked 95 per cent of his investors’ assets on a wager that the country’s housing market and banking sector are about to come apart at the seams. Mr. Mohan has amassed large short positions on Canadian bank shares and the loonie, betting their values will fall sharply.
Vijai joined Globe business reporter Sean Silcoff and business community editor Dianne Nice for an online chat, and took your questions about the risks he sees in Canadian investments.
You can read a transcript from the discussion below.