VIDEO SEGMENTS & PODCASTS
SELECTION OF BLOG POSTS
Negative in Perpetuity
ALEXGUREVICH | July 2, 2019
Over four years ago, I wrote a post, “specter of negative rates is haunting global bond math,” in which I...
Central Banks and Sour Grapes
ALEXGUREVICH | September 11, 2018
“Sour Grapes” is my response to all the complaining about central banks (“CBs”) distorting markets, ruining price discovery, and leading...
In Quest for Digital Gold
ALEXGUREVICH | October 10, 2017
How did gold become gold? And, more importantly, why is gold staying gold?Silver had its run during some periods and...
Entering the Kyle Bass US Yield Curve...
ALEXGUREVICH | October 4, 2017
I greatly enjoyed watching Raoul Pal’s latest interview with Kyle Bass, entitled “Tipping Point for China” on RealVisionTV. While my...
When can traders out-economize the economists?
ALEXGUREVICH | June 26, 2017
When can traders out-economize the economists?In both my public comments and investor correspondence, I have been consistently emphasizing the importance...