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Alex Gurevich On Trading COVID, Inflation and Games

Macro Hive Conversations With Bilal Hafeez

Release Date: 11/05/2021

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Macro Hive Conversations With Bilal Hafeez

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Until 1998, Mark was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. In this podcast we discuss:1. The coming debt default. 2. How to manage risk. 3. Innovation as an asset class. 4. Understanding the crypto revolution. 5. Favourite equity sectors and bonds for 2022. 6. Learning from star investors

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Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing and portfolio management to this digital asset class. In this podcast we discuss: 1. How to value bitcoin. 2. Understanding drivers of crypto markets. 3. The real benefit of crypto is co-ordination power. 4. Will switch to Proof of Stake make a difference? 5. What stage of hype cycle are Metaverse and DeFi tokens?

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On this special episode, we turn the tables and Bilal becomes the guest as Andrew Simon, our COO of Macro Hive and business partner, does the interviewing this time.

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Fabio is a Deputy Director of the Monetary and Capital Markets Department at the IMF. He is responsible for the Global Financial Stability Report that gives the IMF’s assessment of global financial stability risks. In this podcast we discuss: 1. How COVID shocks transmit to markets and the economy. 2. The likely impact of Omicron. 3. What are the risks to China? 4. How stable are stablecoins? 5. The investment challenge for climate policy

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Omicron, the name of the new Covid-19 variant, caused panic across the world and a selloff in risk on Friday. Following an influx of questions from The Hive, we held an urgent webinar to discuss the strain.

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Nancy Davis is the founder and managing partner of Quadratic Capital Management. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL). . In this podcast we discuss: 1. Why ETFs are attractive wrappers for active strategies. 2. The pros and cons of investing in TIPs. 3. How the IVOL strategy performed during COVID. 4. Are real yields too low? 5. Risks for 2022 including stagflation.

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Edward Glaeser is Professor of Economics at Harvard University. He is perhaps the world’s leading expert on cities. In this podcast we discuss: 1. What defines a city? 2. How have pandemics impacted cities across history? 3. Why is there large inequality within cities? 4. Will Zoom revolution change cities? 5. What lead to growth of Silicon Valley

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Rolf Strauch is Chief Economist and Management Board Member of the European Stability Mechanism (ESM) and the European Financial Stability Facility (EFSF), which he joined in July 2010. In this podcast we discuss: 1. How did the economic policy response to COVID of Europe compare to the US? 2. Outlook around Europe’s Next Generation EU stimulus. 3. Can Europe’s capital markets grow to US levels? 4. Impact of Brexit on EU institutions. 5. Euro-area growth outlook

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Alex Gurevich On Trading COVID, Inflation and Games show art Alex Gurevich On Trading COVID, Inflation and Games

Macro Hive Conversations With Bilal Hafeez

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. On this podcast we discuss: 1. How games like chess, go and poker can help your investing. 2. Alex’s experience of trading COVID in March 2020 and lessons learned. 3. US real yields could head lower. 4. Dollar view

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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 (2015) and soon to be published The Trades of March. Alex was born and raised in St. Petersburg, Russia and earned his PhD in mathematics from the University of Chicago. On this podcast we discuss:

  1. How games like chess, go and poker can help your investing
  2. Why sticking to take profits and stops is important
  3. Which markets follow valuation
  4. Alex’s experience of trading COVID in March 2020 and lessons learned
  5. How to think about the current inflation debate
  6. US real yields could head lower
  7. Recent front-end sell is overdone
  8. Australia could be a stand-out market
  9. Dollar view
  10. Why equities don’t follow the economic cycle
  11. Books that influenced Alex: Lord of the Rings (Tolkien), On Being Certain (Burton)
  12. Sci-fi book recommendations: Hyperion (Simmons), Ender’s Game (Card), Rise of a Merchant Prince (Feist), The Dagger and the Coin (Abraham), Expanse (Corey)