Kapitelklicken springt direkt hin
Shownotes
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, precious metals, carry trades, options simplicity, rates going to zero, and how AI may reshape discretionary macro trading. Enjoy!
__
Follow Alex: x.com/agurevich23
Follow Felix: x.com/fejau_inc
Follow Forward Guidance: twitter.com/ForwardGuidance
Follow Blockworks: twitter.com/Blockworks_
Forward Guidance Telegram: t.me/+CAoZQpC-i6BjYTEx
The Next Perfect Trade: a.co/d/4vRsqQj
__
Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal.
grayscale.com/?utm_source=blockworks&utm_m…
Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:
coinbase.com/onchain/borrow/get-started?utm_ca…
—
Timestamps:
Intro
The Perfect Trade Framework
Ads (Grayscale)
Expressing Trades, Precious Metals
Options, Risk & Portfolio Construction
Ads (Grayscale, Coinbase)
Derivatives, Carry Trades & Market Structure
AI, Macro & Global Regimes
Japan, Macro Convictions & Rates Outlook
Final Thoughts
__
Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
