Cameron Crise is a macro strategist at Bloomberg, where he writes the Macro Man column and posts on the Markets Live blog. Previously, he was a global macro portfolio manager at Graham Capital in Connecticut and Nylon Capital in London. Earlier in his career, he was a currency portfolio manager and economist for several European asset management firms and held a variety of foreign exchange roles at UBS. He is a graduate of Duke University with a degree in public policy studies and history. In this podcast we discuss:
Lessons from working at hedge funds
Where we are in the US growth cycle
How high the Fed will hike
Whether bond yields will reach new highs
The problem with the Fed’s quantitative tightening (QT) programme
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)
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