How Will Hedge Funds Adjust to Tighter Monetary Policy?

Published on
February 18th, 2022
Duration
34 minutes


How Will Hedge Funds Adjust to Tighter Monetary Policy?

Daily Briefing ·
Featuring Christian Alexander and Maggie Lake

Published on: February 18th, 2022 • Duration: 34 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

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