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EssentialDaily Briefing

How Will Hedge Funds Adjust to Tighter Monetary Policy?

Featuring Christian Alexander and Maggie Lake

February 18 at 9:00PM • 33 minutes

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Essential

Daily Briefing

How Will Hedge Funds Adjust to Tighter Monetary Policy?

A well-connected insider shares thoughts from the front line at the dawn of a new era.

Featuring Christian Alexander and Maggie Lake

February 18 at 9:00PM • 33 minutes

Christian Alexander of Macro Link is one of the best-connected insiders in the hedge fund industry — a "Jerry Maguire" figure with a broad and deep list of contacts. Three years ago, he spoke with Roger Hirst about the future of the industry, when "easy money" was the dominant regime. And, in November, he shared his thoughts on inflation with Maggie Lake, before wholesale and consumer prices spiked to multi-decade highs. Chris joins Maggie for today’s Real Vision Daily Briefing to update his thesis on hedge funds’ future as the Federal Reserve prepares to launch its first rate-hiking cycle since 2015-18. How will hedge funds adjust to the new reality? And what's Chris hearing from hedge-fund insiders about inflation, markets, specific assets, and the economy? Drop your questions for Chris on the Exchange: https://rvtv.io/3H0f611 Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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