Jonny Matthews, a renowned portfolio manager with experience at Brevin Howard and Citigroup, shares his expertise on the economic landscape. He discusses the implications of Fed policy on rising bond yields and the resilience of the U.S. labor market. Matthews sheds light on the potential consequences of the Trump Administration's market strategies and offers insights into investment tactics for uncertain times, focusing on the intricate relationship between productivity, inflation, and economic growth.

Jonny Matthews, Senior Portfolio Manager at Fortem Capital and creator of SuperMacro, shares his journey from engineering to finance and insights from his time at Salomon Brothers and Brevan Howard. He discusses the potential for low growth and high inflation in 2025, the challenges facing the S&P 500, and AI's impact on productivity and equity returns. Matthews also analyzes global economic conditions in Germany, Japan, and China while offering practical advice for aspiring finance professionals navigating today's complex market landscape.

In this discussion, macro specialist Jonny Matthews, a former portfolio manager at Brevan Howard, shares his insights on the resilience of the U.S. economy and its implications for investments. He questions if crypto can flourish amid persistent inflation and explores global economic divergences. Jonny emphasizes the need for strategic reassessment in light of strong economic growth and government policies. He also highlights challenges in making financial decisions, urging listeners to focus on informed investment strategies rather than retreating to cash.

Jonny Matthews, ex-Brevan Howard portfolio manager, shares insights on shorting Treasury bonds, correlation trades, and variance swaps. He discusses the challenges of currency trading, the severe slowdown in Europe, and his view on the duration bubble and recession in the U.S.

Jonny Matthews, ex hedge fund trader, shares his journey and wisdom in the finance industry. He discusses the importance of macroeconomic factors, forming independent opinions, and taking risks. He reflects on the 2008 financial crisis and trading strategy, emphasizes the significance of macro considerations in trading, and shares cautionary advice for trading in Japan. His blended approach to trading, focusing on futures, outright positions, and options, is also highlighted.