
Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
Macro Hive Conversations With Bilal Hafeez
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How Do You Position Yourself in the Market?
i've been far more active in all the various markets that i trade than normal over the last few months. I generalally trade around forty times a year acrossvy asset glasses. Im probably going at one and a half times that right now. The window as closing between details on c t, some responses that i'm following regarding how the treasury will act during c t. That head wind is worrisome but at the same time, ris premiums have expennded a lot. And so o, hedging it by shorting front mofile. If the backwardation flattens out some in either direction, i'm sure i'll take that off. But right now, that's bend
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