16min chapter

Macro Voices cover image

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

Macro Voices

CHAPTER

Market Dynamics Post-Political Event

This chapter analyzes unexpected pricing anomalies in financial markets after a significant political event, focusing on the influence of treasuries, credit spreads, and passive investment strategies. It explores the evolving landscape of commodities and alternative assets like gold and Bitcoin, illuminating their roles amid shifting macroeconomic trends.

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