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Macro Voices

MacroVoices #310 Alex Gurevich: The Trades of March 2020

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 10 February 2022

⏱️ 76 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty. Link: https://bit.ly/3gF6Qc4

Transcript

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0:00.0

This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

0:14.2

podcast targeting professional finance, high net worth individuals, family offices, and

0:20.0

other sophisticated investors. Macro Voices is all about the brightest minds in the world

0:25.5

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

0:30.8

barred. Now here are your hosts, Eric Townsend and Patrick Sarrezna.

0:38.3

Macro Voices episode 310 was recorded on February 10th, 2022. I'm Eric Townsend. This episode

0:45.2

is brought to you by Abbex Technologies, pioneering the design of smarter markets that better

0:50.0

serve the needs of both market participants and society as a whole. And by Masterworks,

0:56.1

the billion dollar alternative investment platform that lets you invest in art by legends

1:01.3

like Warhol and Picasso for a fraction of the cost.

1:05.3

Hunte Investments founder and CIO, Alex Gravitch returns as this week's feature interview

1:10.2

guest. Alex has a new book out chronicling his trading experience blow by blow through

1:16.0

the pandemic crisis and will be discussing that plus the usual suspects of inflation

1:20.9

the US dollar bond yield stock prices in the face of central bank tightening and much

1:24.9

more. Then be sure to stay tuned for our post game segment when Patrick's chart deck

1:29.1

is titled What's Next for the Markets?

1:32.0

And I'm Patrick Sarrezna, Eric. Let's get to that S&P 500 market. Look like it was everything

1:37.4

was bullish and going and then those CPI numbers came out and we find ourselves down about

1:42.9

60 points at the time of recording around the 4500 handle. What's your take on the S&P

1:48.0

here?

1:49.0

Well, I don't know. We haven't gotten to the post game segment where you're going to

1:51.1

tell us what's next for the market. What I see here is we're in between the 100 day

...

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