Senior portfolio manager, EFG Asset Management
3 dated public stances tracked since 2026-07-07, most recently 2026-07-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Camila Astaburuaga's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Camila Astaburuaga is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-07-07 | USTS | bullish | -4.1% | — | — |
| 2026-07-07 | Investment Grade Credit | bullish | -4.4% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| Investment Grade Credit | 1 | | 1 bullish | 2026-07-07 |
| LONG-END SOVEREIGN DEBT | 1 | | 1 bearish | 2026-07-07 |
| USTS | 1 | | 1 bullish | 2026-07-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-07-07
Investment Grade Credit
bullish
Bloomberg Television · video
Corporate balance sheets remain healthy, and mid-duration IG credit at 5-6% all-in yield provides a cushion against both interest rate moves and spread widening, making it an attractive risk-adjusted allocation
“in investment grade with a mid duration, getting 5 6% is not a bad level”
90d -4.4%
Le Pen Judgement Day, Samsung Drops after Profit Beat | The Opening Trade 7/7/2026
2026-07-07
USTS
bullish
Bloomberg Television · video
Short-term yields have risen to attractive levels and money market funds are at all-time highs; the recent rate move could trigger a shift of capital from money markets into 2-year duration bonds
“the two-year is starting to look attractive”
90d -4.1%
Le Pen Judgement Day, Samsung Drops after Profit Beat | The Opening Trade 7/7/2026
2026-07-07
LONG-END SOVEREIGN DEBT
bearish
Bloomberg Television · video
Governments face mounting debt and rising interest costs with no fiscal flexibility to stimulate growth, and investors will increasingly demand higher compensation to hold sovereign bonds as this dynamic worsens
“investors are going to start asking for more and more compensation to participate in lending the money”
Le Pen Judgement Day, Samsung Drops after Profit Beat | The Opening Trade 7/7/2026
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
1766 voices, 5,177 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click
Follow an investor and their newest stances lead The Brief, the free morning email; these pages update every morning.