AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
What's Happening In Global Macro?
The Macro Trading Floor
The Risks of European Commercial Real Estate Exposure
Andreas: Why take an active risk of being lonely euro versus the dollar when it's not yielding positively and it will likely not protect anything in your portfolio should this credit crunch come into fruition I don't really see the value of doing that because you bleed on a running basis if you're wrong timing wise on the trade. If you want that protection value to belong to Japanese yen I perfectly admit that is also a bleeding position from a carry perspective but let me phrase it like this we run a logistics model so I get probabilistic model on the future for euro dollar. Andreas: It's very interesting that we are currently at extremes in a lot of these fundamental variables, such as growth expectations
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode