Financial Meltdown: The Trades Of March 2020 | Alex Gurevich
Forward Guidance
00:00
The Dream Outcome of the Stock Market
The first week of March is called a victory parade because the Fed funds futures were rallying it hugely. And very few macro managers can actually outrun the bull run on the stock market. The whole idea of having managers like myself is that they can perform well when stock market goes down. But you have to be distinctively, because think about it, your performance is completely unrelated to stock market.
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