MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
Macro Voices
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Market Analysis and Investment Strategies
The chapter delves into various investment strategies in the commodity and financial spaces, discussing products like CTA, hard, and CDX that offer exposure to trend following, carry elements, and credit hedge overlays. The hosts and guest analyze current market conditions, focusing on crude oil prices and the potential disconnect between market fundamentals and price movements. The conversation extends to equities, highlighting contrasting market narratives, upcoming events like the FOMC meeting, NVIDIA earnings, and the impact of dominant stocks on the market's health.
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