In this episode, I have a conversation with one of the top macro investors that I’ve come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go from talking about the nuts and bolts of options trading to how political regimes change. In the podcast, we talk about:
- How not to become attached to one asset class or investment style
- Whether options are over-priced
- The path of the dollar
- Which companies and sectors will succeed in the COVID world
- Which EM markets are most attractive
- How to play China most effectively
- Whether we should worry about central banks printing money
- Why macro hedge funds have underperformed in recent years
Macro Hive Conversations With Bilal Hafeez