Where To Find Cheap Macro Optionality
The Macro Trading Floor
Exploring Equity Risk Premium and Political Contrasts
This chapter delves into the concept of equity risk premium in the US, emphasizing that while buying equities at a premium might not be impactful in the short term due to momentum trading, over a three-year period, it can significantly influence potential returns. Additionally, it briefly explores the contrasting White House press releases on the health conditions of two different presidents, revealing disparities in reporting.
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