Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal
Excess Returns
Understanding the Importance of Commodities in Macro Research
The speakers discuss the significance of commodities in macro research, emphasizing the need for a top-down macro process when analyzing commodities. They share their expertise and backgrounds, including Fernando's technical background in finance and machine learning, and Warren's experience covering commodities and the energy sector. They also highlight the interconnectedness of macro and commodities.
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