AQR DNA in a Digital World: Systematic Edge with Connor Farley - The New Barbarians Episode #019
In episode 19 of New Barbarians podcast, markets are trading sideways in May after a good April, with hedge fund returns generally good and quant...
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Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...
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Steno Signals #194 — The March 2020 Parallel Intensifies
Happy Monday from a sunny Copenhagen! We have been banging the drum on the similarities between the tariffs-cycle and the Covid-cycle over the...
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Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
Happy Monday and welcome to my weekly editorial on everything macro. Everyone’s talking about the USD meltdown and whether it marks a seismic...
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Overview #23 Gold, Bonds and the USD
A review of recent events/data impacting our investment themes and outlook. We look at recent investor sentiment towards gold, the USD, bonds and...
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