Alex Gurevich On The Eternal Appeal Of Bonds, Fed’s Path To Zero And The Europe Bull Case
Macro Hive Conversations With Bilal Hafeez - Een podcast door Bilal Hafeez - Vrijdagen
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In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss recent lessons learned, views on markets and risks. Specifically: 1. How not to become attached to one asset class or investment style 2. How every crisis delivers something you’ve never seen before 3. Why crisis moments are when you should take most risk 4. Why bonds can be attractive even when yields are low 5. Why Europe is a buy ...and more.
