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Barry Knapp, Founder, Ironsides Macro

Alpha Exchange

CHAPTER

Alpha Exchange Podcast

Rinaman: Correlations are low and shoulder high. When they're high, that's when things are truly chaotic. People generally don't see that coming. Ande sometimes moves in a market or containd to that market. But sometimes something's brewing in another market that ultimately does spill back. Getting some read through on the assa classes that may spill over into the one you care about most is critical.

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