Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:
- Perspectives on the latest FOMC meeting
- Treasury market - is it time to go long?
- Next FOMC meeting forecast
- Short term and long term views on Gold - is it time to buy?
- Outlook on US dollar
- Christine Lagarde and ECB - what's next for Euro currency
- Outlook on global and US equity markets
- Perspectives on the Chinese credit expansion
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 postgame. 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 for access to supporting materials.
Alex Gurevich is Founder and Chief Investment Officer of HonTe Investments. He has been involved in trading for over 20 years and is considered one of the world’s preeminent macro traders. He has held various roles on Wall Street which included managing derivative franchise businesses and running the global macro portfolio at JP Morgan. More recently, Alex has been managing his personal wealth through his family office. He is author of The Next Perfect Trade, which thoughtfully articulates his portfolio strategy and was published in the fall of 2015. Alex was born and raised in St. Petersburg, Russia and earned his PhD in mathematics from the University of Chicago.