How A Macro Manager Is Trading On One Of The Wildest Markets In History
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 19 March 2020
⏱️ 48 minutes
🧾️ Download transcript
Summary
Markets around the world are so extremely volatile that nobody can think of any perfect precedent. There are shades of the Great Recession, 1987, the period in the wake of 9/11, and other moments of extreme turbulence. This week's special episode was recorded on Monday March 16 with Naufal Sanaullah, a macro strategist at EIA All Weather Alpha Partners. He walked us through his thinking on the market, and even discussed how he was trading things, right then, during the market open.
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Transcript
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| 0:00.0 | On December 4th and 5th, against the backdrop of the United Nations Climate Change Conference, |
| 0:05.2 | Bloomberg Green will convene the foremost leaders in business, finance, policy, academia, |
| 0:10.3 | and NGOs for candid conversations focused on creating solutions to support |
| 0:14.9 | the goals set forth at COP28. Join our community of global influencers and |
| 0:19.5 | problem solvers in Dubai to build connections, inspire innovation and challenge the status quo in the |
| 0:25.1 | battle against climate change. Register at Bloomberg Live.com slash B Green Radio. Hello and welcome to another episode of the Odd Lots podcast. I'm |
| 0:45.0 | I'm Joe Wiesenthal. |
| 0:46.5 | And I'm Tracy Allaway. |
| 0:49.9 | Tracy, I don't even know where to begin right now. |
| 0:55.0 | You know, the thought that keeps coming to my head |
| 0:59.2 | was that life, at least here in the US and the markets in general are so different |
| 1:06.6 | than they were exactly a week ago at this time the pace of change of what we're experiencing is almost, is just completely |
| 1:16.1 | bewildering and unprecedented it feels like. |
| 1:18.8 | So I know what you mean, but I am going to say we're recording this on March 16th and a week ago we were limit down on |
| 1:27.4 | S&P 500 features and we were limit down again this morning so it's Monday therefore we must have hit the circuit |
| 1:34.6 | breakers I say that with sarcasm this is not normal we've hit limit down I think |
| 1:38.6 | like three times in the past week right and I I think we've limit up at least once or maybe twice. |
| 1:46.0 | The volatility that we're seeing is just relentless and the pace of change in life, |
| 1:52.0 | you know, last weekend I was still out. I took my daughter to the park. |
| 1:58.1 | I saw some friends at the park. I wasn't like going inside to bars or anything like that or restaurants. This weekend I was |
| 2:05.3 | alone I walked through some of the same neighborhoods that I walked through last weekend and to say |
| 2:10.8 | that it would the vibe was different was truly is truly an |
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