How Will Hedge Funds Adjust to Tighter Monetary Policy?
A well-connected insider shares thoughts from the front line at the dawn of a new er
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
Christian Alexander of Macro Link is one of the best-connected insiders in the hedge fund industry -- a "Jerry Maguire" figure with a broad and deep list of contacts. Three years ago, he spoke with Roger Hirst about the future of the industry, when "easy money" was the dominant regime. And, in November, he shared his thoughts on inflation with Maggie Lake, before wholesale and consumer prices spiked to multi-decade highs. Chris joins Maggie for today’s Real Vision Daily Briefing to update his thesis on hedge funds’ future as the Federal Reserve prepares to launch its first rate-hiking cycle since 2015-18. How will hedge funds adjust to the new reality? And what's Chris hearing from hedge-fund insiders about inflation, markets, specific assets, and the economy? Drop your questions for Chris on the Exchange: https://rvtv.io/3H0f611
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