Behind The Markets Podcast: Robin Brooks
Behind the Markets Podcast
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Is It Possible to Hedge Your Exposure?
The interstrate market is pricing a total hiking cycle, including the hikes that have already happened. If you just take the view that these hikes are unsustainable, if they happen, they will have to be reversed. The m in terms of the interest rate sor what people call carrian for the factor world, has often been a factor that moves currencies. Value is another oned. I think, on most traditional value metric people would say the eros quote and quot cheep,. Like on a, like a big map, you know, economist perfsing power, paroty type index. Wishus justby the equities outright.
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