Top Traders Unplugged

SI269: Is the Big Bond Short Over? ft. Katy Kaminski

Nov 12, 2023
Guest
Katy Kaminski
Katy Kaminski, expert in changing economic environment and trend followers profitability, discusses the driver of changing economic environment, the impact of interest rates on trend followers, the need for a repricing in long term yields, the role of the yield curve in trend followers profitability, and her outlook for the markets.
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Episode notes
1
Introduction
00:00 • 2min
2
Observations on the Real Estate Market and Job Market
02:23 • 2min
3
The Fixed Income Crisis and Its Impact on the World Economy
04:26 • 27min
4
The Temptation of Buying Bonds and the Advantage of Collateral Yield
31:49 • 3min
5
Understanding market behavior and yield curve trends
35:12 • 9min
6
Differing Perspectives on Europe's Economy and Inflation Levels
44:22 • 4min
7
Being Cautious with Historical Data for Trend Following Strategies
48:13 • 8min