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Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things
Macro Hive Conversations With Bilal Hafeez
English - April 16, 2020 23:55 - 50 minutes - 115 MBInvesting Business News Business News finance investing economics Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Phil Suttle On V-Shaped Recoveries, Inflation And Euro Break-Up Risks
In this episode, I have a conversation with one of the top macro investors that I’ve come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go from talking about the nuts and bolts of options trading to how political regimes change. In the podcast, we talk about:
How not to become attached to one asset class or investment style Whether options are over-priced The path of the dollar Which companies and sectors will succeed in the COVID world Which EM markets are most attractive How to play China most effectively Whether we should worry about central banks printing money Why macro hedge funds have underperformed in recent years