Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 12 July 2019

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM

Transcript

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0:00.0	This is a special edition of Macrovoices with hedge fund manager Eric Townsend.
0:14.0	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.6	offices, and other sophisticated investors.
0:22.8	Now for this special edition of Macrovoices, here's hedge fund manager Eric Townsend.
0:29.2	Macrovoices inside the Investment Committee episode number two was recorded on July 8, 2019.
0:35.9	I'm Eric Townsend.
0:37.6	Inside the Investment Committee takes you inside the process professionals use to vet macro
0:42.6	trading strategies.
0:44.2	Have you ever imagined what the conversation between a well-respected hedge fund manager
0:48.0	and his trusted advisors and consultants sounds like as they discuss market conditions and
0:52.8	consider macro-themed trading strategies?
0:55.3	Well, that's exactly what we intend to bring you with this new podcast format.
1:00.1	Our expert panel includes active hedge fund manager Alex Garevich from Honte Investments
1:05.4	in San Francisco, along with boutique institutional advisors Julian Brighdon, founder of Macro
1:11.4	Intelligence II, and Juliet DeClerk, founder of JDI Research.
1:16.1	Our inaugural episode was a big hit last month and we took your feedback and suggestions
1:20.6	to heart.
1:21.6	For episode number two, Honte Investments Alex Garevich is in the hot seat.
1:26.7	Alex is going to pitch a trade that was featured in his book explaining why back in 2014,
1:32.5	the perfect trade was to be long bonds and short the Euro currency at the same time.
1:38.5	Alex prepared a .PDF download with charts and excerpts from his book in support of his
1:44.6	presentation to the panel today.
	...

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