Comments
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HUJust noticed this interview was before Novogratz got involved into Ethereum.
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NFGreat Interview. very fascinating. would love to get some color from Mike about today's markets. Raoul, can you please recommend any macro books for someone looking to dive into global rates and fx theme generation? thx!
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VKReally good interview - classic macro talk
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MSWhat I'm really enjoying about these interviews so far, is that even if I don't particularly warm to an individual's character, they are still endlessly fascinating to listen to. But so many questions - why are money markets easiest to understand? What are these fundamentals (EG repos) that we should all know? What is the forward he talks about in regards to the Thai baht trade? Vol + Var? Negative Convexity? We need some bootcamp video series that takes the mystery out of all these terms. Raoul? ;)
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DDThis interview fully convinced me of what I already suspected: this is what I want to do with my life. Global macro. It only took me until just shy of my 34th!
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MAGreat interview - insightful, relaxed and easy to listen to. Would be curious to hear a 2015 update (mistakes, timing etc) given recent changes/news.
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ANLegendary - Mike is a fount of trading wisdom and also has one of the best risk-adjusted returns in macro.
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DRAnyone know where can I get that "YES" in currency sign behind Mike?
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CARaoul, what is the watch that you're wearing?
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spI wonder how many of these hotshots would be as successful if they have to start now? No more cripples left to pick on
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NSI love hearing these kind of interviews. Always leads to a bias of luck ruled over skill due to being at the right place at the right time. Solid pedigree - I hear this story over and over again...
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SFBrilliant but I agree with the above: some fwd looking thoughts would have been interesting
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TJAmazingly, fascinating candid!
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RJI really feel that this, as well as the Tapiero interview, were a missed opportunity to hear these brilliant guys' view on the current state of the world/markets. Too focused on their bios.
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MCWorked with Corzine? Nice. Give this one a wide berth I think.
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JSAnother first rate, enthralling conversation.
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JAI really enjoy the fact that you guys discuss position sizing in these talks. For me it is the most important, but least discussed or understood aspect of trading/investing. Another great one!
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GCFrom this Muppets point of view hearing a Vampire Squid partner divest how"sharp" and rich he's become bulldozing Kermits off the sidewalk; publishing one idea(sell gold) then buying it. sad& soulless
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PVGreat interview. Michael has an amazingly talented sister, Jacqueline of "The Blue Sweater" fame and founder of The Acumen Fund. Michael and Jacqu are two very good and talented people. Thank you all!
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AKVery good interview ! Thank you Raoul and Michael