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MacroVoices #310 Alex Gurevich: The Trades of March 2020

Macro Voices

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Risk Parrity's Baggad Bonds Are a SYMmetric Instrument

Bonds are more for capital appreciation than for yield thes days. But paradoxically, fed being hawkish brings the bond bats back on the table. So i feel like there is game now there to play the games. I think the stock market has run up so much that economy could stay a strong, strong bastone.

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