macro businesses
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →
Everything said about macro businesses, oldest first
Jun 25, 2018 negative
Volatility Targeting and Narrow Mandates Hamstring Modern Macro Funds
“Part of the tremendous success of the true macro pioneers was the broadness of their mandate. I will have a top-down view of the world, but I will use any instrument under the sun to express it, compared to the more recent past, where macro has become institut…”