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EssentialThe Essential Conversation

Currencies, Bonds, and Inflation in the Current Macro Regime

Featuring Jack Farley & John Floyd

Aug 11, 2021 • 41 minutes

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Essential

The Essential Conversation

Currencies, Bonds, and Inflation in the Current Macro Regime

Veteran macro investor John Floyd explains his macro strategies for trading currencies and insights into the bond market.

Featuring Jack Farley & John Floyd

Aug 11, 2021 • 41 minutes

Veteran macro investor John Floyd explains his macro strategies for trading currencies and insights into the bond market. Floyd walks through macro indicators that he watches to inform his trades and develop his variant perception. These data points have led Floyd to become bearish on the dollar relative to the yen. He also sees slowing economic growth, tensions between Northern and Southern Europe, and rising delta variant cases as headwinds for the Euro. Finally, Floyd shares his views on Treasury yields and the ideal securities to manage inflation expectations. Interviewed by Jack Farley on August 2, 2021. Enjoyed the interview? John is taking your questions on the Real Vision Exchange where you can ask him anything: https://exchange.realvision.com/post/ask-me-anything-with-john-floyd-6113e3d4ed57a1dcd6027292 Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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