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The Holy Grail of Macro Investing | Eric Crittenden
Forward Guidance
How to Extract a Structural Risk Premium From the Hedgers
"I'm very skeptical about it because in this kind of relates back to what we were talking about earlier, we're extracting a risk premium from the hedgers," he says. "So data science and machine learning can uncover things that are there that you don't already know about, but they're not creating new things." He adds: "It's a lot safer and more durable to go after the structural risk premium that I know to be there that I believe in"
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