Mar 27, 2020
In this episode, we’re lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante. He prefers not to disclose his name, but I’ve known him for years and is a super experienced market pro having worked at asset managers, in alternative investments and at pension funds. Back in January, he warned me about the global consequences of COVID and I mistakenly didn’t heed his advice until much later.
During our conversation, we talk about the importance of understanding time as well prices in markets, the significance of pension funds in this crisis, the possibility of bonds selling-off and what policymakers should do to fix the crisis.