This is an edited transcript of our podcast episode with Alex Gurevich, recorded on 2 November 2021 and first published on 5 November 2021. Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. In this podcast we discuss how to think about the current inflation debate, why equities don’t follow the economic cycle, how games like chess, go and poker can help your investing and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.
