Ken Tropin on How to Run a Successful Macro Hedge Fund
Macro Hive Conversations With Bilal Hafeez
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The Diversification of Macro Investing
Since the global financial crisis up until, say, around COVID time, we had ultra low rates. So how did macro fare in that environment? And how is today different from that period? Well, let's go back to all of the crises that I can think of. From 2010 to 2021, it was a really quiet and somewhat dull period for macro. There were an average of 1.2 hikes per year by three different central banks. Or put differently, there was 30 times the amount of action to work with as a macro trader in 22, as have been the case in the previous 11 years.
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