John was previously Head of Macro Strategies at Record Currency Management, an $80 billion currency manager. Prior to that, John was Chairman and CIO of Floyd Plus Currency Fund. Before that, John was a Senior Macro Proprietary Trader at Deutsche Bank and Senior Portfolio Manager at the highly successful $3bn Swiss Bank Currency Fund. John’s successful track record in both macro and currency only investing spans over 25 years. John has also collaborated with psychiatrist, trading coach, and best-selling author, Ari Kiev, which led to participation in writing his book, The Psychology of Risk: Mastering Market Uncertainty.This week’s podcast covers:
Finding asymmetric returns
How to deal with losses
Meta lessons from 2023
Why alpha rather than beta will matter in 2024
The problem with bunched forecasts for US growth and inflation
You can follow John’s views here and contact himhere.
Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.
(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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