

Macro Opportunities Around The World
Feb 29, 2024
Discussion on macro opportunities around the world, including outlook for US economy and bond market adjustments. Trade ideas in Canada, Europe, New Zealand, and China. Insights on Fed actions, central bank policies, and market dynamics. Unique trading strategies and trade sizing strategies discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Navigating Challenges in Trading and Investing Amidst Market Regime Alignment
02:11 • 5min
Navigating Volatile Rate Markets and Central Bank Policies
06:57 • 12min
Navigating China's Economic Landscape and Market Dynamics
18:27 • 13min
Discussion on Trade Ideas and Sizing Positions in Trading Strategies
31:50 • 3min
Exploring Unconventional Trading Strategies and Farewell Message
34:52 • 2min