The Macro Trading Floor
The Next Big Trade?
Apr 5, 2024
Exploration of market volatility and reflation trade trends, including commodities rallying. Discussion on potential next big trade amidst weakening US Dollar. Insights on contrarian trading and yield curve steepeners, with humorous cultural misunderstanding anecdote.
36:00
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Quick takeaways
- Commodities like gold, silver, copper rallying due to reflation, potential Fed cuts.
- Launch of macro hedge fund targeting double-digit returns amid rising macro volatility.
Deep dives
Macro Volatility and Market Reactions
The podcast delves into how macro volatility is increasing beneath the surface as the Fed discusses potential cuts while nominal growth remains good. This has led to market reactions with various commodities like gold, oil, zinc, silver, and copper rallying. Investors seek assets that can act as a hedge against potential reflation driven by upcoming Fed cuts.
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