Macro Investing: Playing the Hand You Are Dealt
Colin Lancaster, Global Head of Discretionary Macro/Fixed Income at Schonfeld Strategic Partners Fund, sits down with Real Vision CEO and co-founder Raoul Pal to discuss experiences leading macro firms and risk management methods in an economy with heavy government intervention. The pair believes that COVID-19 and subsequent central bank intervention have pushed macro investors into equities, a previously non-traditional macro instrument. Lancaster shares his experiences developing and training traders in methods that diversify risk-taking for the firm. He also discusses the macro appeal for crypto, citing its volatile nature and potential to be a safe asset class in the long-run. Filmed on July 15, 2021.