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Liquidity Premium with Adam Butler (S1E8)
Flirting with Models
Is Carry a Compliment to Trend?
Carry is a very compelling signal. I don't know why it doesn't exist as its own standalone. Maybe it's because there's enough firms now introducing it into their trend strategy that just doesn't need to exist as a standalone. It does seem like there's enough pure trend to be folks that you could have a pure carry strategy as a compliment. That actually is the current signal for US equities, which has negative carry relative to short-term rates but positive trend.
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