Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:
- Inflation – will it get worse?
- Energy crisis in Europe and UK policy response
- Will the current economic backdrop persist?
- Jay Powell and the Fed’s focus on core PCE
- Depression on horizon?
- Consequences to the US dollar
- Dollar and the emerging market debt
Download the podcast transcript: [Click Here]
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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.