Hot Topics interviews are scheduled and produced in reaction to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is Alex Gurevich's follow-up from the Grant Williams interview from September 5th.
- Alex explains why a dollar rally = gold headwind is an “urban myth”
- Why Alex likes both trades (long dollar and long gold) but doesn’t see one as a hedge for the other
- Update on Alex’ expert view on the bond market’s backup in yields
Note: This will be the last podcast that displays the Download Link and the "Click to Play Now!" player seen below. Instead, in the future, you will only see the mini-player at the top of this article. It has the Download Link and a new Share Link in its upper right corner."
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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.