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
1
Expect a market bottom somewhere between November and Q1/2023
A chat with the father of derivatives
A chat about energy, deglobalization, the dollar and how to position your portfolio going forward
A chat about the endgame of the current monetary system
4
Some insights on agriculture
Some interesting takes on Emerging Markets
See all