Lead-Lag Live cover image

Can Managed Futures Change Your Financial Game? Andrew Beer & Michael Gayed Explain

Lead-Lag Live

00:00

The Contrarian Perspective on Managed Futures

A Bloomberg article said hedge funds have never had a higher bet on interest rates going up from here. The short positioning on long duration treasuries, the betting that wait till keep rising is among the highest in history. If we do hit a recession or things go from here and interest rates drop suddenly, I would expect managers to be down but not nearly as much as they were in March.

Play episode from 25:03
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app