Extras

Additional Macro content aside from the week-end updates. Mostly podcast write-ups for now.

A word about weather futures, Mean Field Theory and whales in markets
8
1
Expect a market bottom somewhere between November and Q1/2023
8
A chat with the father of derivatives
4
A chat about energy, deglobalization, the dollar and how to position your portfolio going forward
7
A chat about the endgame of the current monetary system
5
4
Some insights on agriculture
4
Some interesting takes on Emerging Markets
7
See all