Macro Is Back With A Vengeance | Steve Drobny

On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry.

With the past two years spurring the return of macro volatility, many macro hedge funds have arisen, posting high returns in the timeframe. Steve, with his extensive connections in the hedge fund industry, walks through the past two years of higher inflation and how this changed the investing landscape compared to the 12 years prior. He then goes on to discuss what the coming decade could look like. Have we entered a new regime, which could see the rise of more macro hedge funds as "macro is back with a vengeance?" To hear all this and more, you'll have to tune in!
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Referenced In The Show:

Blackstone’s BREIT Gets $4 Billion California Injection: https://www.bloomberg.com/news/articl...
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Timestamps:

00:00 Introduction
01:08 The U.S Inflation Report
04:38 What Is Happening With The BoJ?
07:49 The ECB Is... Raising Rates?!
08:48 The China Reopening
10:33 Feature Interview With Steve Drobny
13:38 What Makes A Successful Macro Fund Manager?
21:57 “Curve Ad”
23:07 Macro Is Back With A Vengeance
29:14 Launching A Hedge Fund
33:54 “Wisdom Tree Ad”
34:27 The Growth Of Hedge Fund's In The Coming Decade
38:05 Post Interview
40:40 Trades For The China Reopening
45:19 Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.