VIDEO SEGMENTS & PODCASTS
SELECTION OF BLOG POSTS
Priced To Perfection?
ALEXGUREVICH | December 1, 2016
TrumponomicsFor over two solid weeks after the election, the markets have been relentlessly pricing in the success of “Trumponomics.” To...
Flat Curves and Recessions
ALEXGUREVICH | October 17, 2016
All too often I hear sentences like “The bond market and the stock market say opposite things about the economy”...
Journey of Cash
ALEXGUREVICH | July 18, 2016
A fascinating debate about equity valuations and the validity of lofty bond prices rages on. Some macro thinkers such as...
The Tale of Three Shorts: Part I
ALEXGUREVICH | June 6, 2016
Short JPY, CNH, and NZD are three currencies positions that have been prone to elicit doubt and second guessing recently.The...