Alex Gurevich

In this episode, Alex Gurevich, Founder and CIO of HonTe Investments, shares his unique insights shaped by his background in mathematics and science fiction. He discusses navigating the evolving macroeconomic landscape, emphasizing the importance of understanding economic cycles and liquidity trends. The duo delves into the transformative role of AI, exploring its rapid acceleration toward singularity and the potential constraints posed by energy limitations. Gurevich also sheds light on investment strategies for bonds and the complexities of global currency dynamics.

Alex Gurevich, founder of HonTe Advisors and a seasoned trader with a Ph.D. in mathematics, shares insights into global macro investing. He discusses his contrarian strategies during the pandemic and the psychological aspects of trading amidst market chaos. Gurevich reflects on his journey from academia to Wall Street, the complexities of options trading, and critiques the Federal Reserve's monetary policies. He emphasizes the importance of risk management and the evolving role of cryptocurrencies in modern investing.