How to Create Convexity in Your Portfolio

How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and China? How does he manage risks, correlations and how does he go about finding new trade ideas and implementing them? Jim Leitner is one of the great long-standing macro investors of our time and he joins Alf on The Macro Trading Floor to answer these questions. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.