Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:
- Is the bond bull market over?
- US Dollar outlook
- Effects of tightening cycle
- Fed’s excess stimulus and inflation
- Gold & precious metals outlook
- Perspectives on bond markets
Get your copy of The Trades of March 2020: A Shield Against Uncertainty
Download the podcast transcript: [Click Here]
We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).
Click here to register or login for access to supporting materials.
Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of The Next Perfect Trade, published in 2015, which articulates his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia and earned his PhD in mathematics from the University of Chicago.
