Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades
Macro Hive Conversations With Bilal Hafeez
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The Multiple World
The idea of the multiple world is really interesting in terms of macro because now what you need to think about are idiosyncratic bets. I would say, well, India is going to be one of the best places to invest in the next five to 10 years. And we're starting to see this re-basin of supply chains out of China into all different parts of the world and just trying to pick up on those.
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