Dave Newman on Hedge Fund Success, Investment Banking Lessons and Writing Daily
Macro Hive Conversations With Bilal Hafeez
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Is There Still a Role for Disciplined Macro?
There has been this trend towards systematic trading, quant funds and so on. Do you think there still is a role for discretionary macro? I mean, look, that's a big question because we have a tendency sometimes to think that we've kind of solved the market. But the reality is this thing's happened and judgment matters. And at some point you do need to say, well, hang on a second,. This is probably a good trade, but hang on aSecond, this environment might not be like other environments.
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