Investors / stance tracking
What Nancy Zimmerman is saying
FollowFollowingUnfollowCo-founder & managing partner, Bracebridge Capital
3 dated public stances tracked since 2026-09-30, most recently 2026-09-30. 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 Nancy Zimmerman'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. Nancy Zimmerman is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
1
themes
0
side flips
2026-09-30
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| USTS | 1 | 1 bearish | 2026-09-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-09-30
long USTS / short USTS
pair
Capital Allocators · video
The same EM issuer's dollar bond (index-eligible) and local-currency bond trade at materially different discount rates when cash flows are converted to one currency, creating durable arbitrage especially around cross-default provisions and optionality…
“We can have a pair of a dollar bond and a bond in another currency from the same issuer, often in default, often with cross-default”
Nancy Zimmerman: People, Process, and Fixed Income Arbitrage at Bracebridge Capital
2026-09-30
long Investment Grade Credit / short USTS
pair
Capital Allocators · video
Hyperscalers issuing IG bonds in massive volumes across multiple currencies are indifferent to basis points and creating systematic cross-currency mispricings between mathematically interconnected same-issuer obligations — e.g. Google immediately pricing a…
“Cross-currency is interesting. Google, immediately after launch, first issued a hundred-year sterling bond. This is interesting.”
Nancy Zimmerman: People, Process, and Fixed Income Arbitrage at Bracebridge Capital
Japan, China, and the Fed's QE program have all structurally retreated from buying long-duration bonds while Treasury is now issuing ~$350B in 10+ year paper, creating a persistent demand vacuum that misprices instruments and is the best environment for their…
“Now who is the buyer?”
Nancy Zimmerman: People, Process, and Fixed Income Arbitrage at Bracebridge Capital
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