Ken Tropin on How to Run a Successful Macro Hedge Fund
Macro Hive Conversations With Bilal Hafeez
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The Psychology of the Investor
"I would lean towards being short equities. I also think that if you think about what drove equities higher, it really is the T.E. A phenomenon," he says. "It's not lost on me, however, that the psychology of the investor for the last 15 years is by every dip and you were rewarded for doing so." 'The dollar looks slightly weak as we sit here today,' adds Bostrom.
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