Identifying Market Crowding in Fixed Income Markets

Crowding is often applied to kind of positions to avoid you know this trade as a crowded trade. We're actually timing the entry and exit into the equity curves of the different strategies that multi-strats use so we're not selecting specific trades but we're saying for example in this environment you should be trading channel breakouts not moving averages or you should be Trading more long fall rather than classical betta won't can follow them. There's a lot of things you can do in the way you execute to become more price-sensitive because these things have performed relative to each other. The firm has recently invested in high frequency firms where we are very carefully learning how to test the market

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app