Latest / Macro Hive Conversations With Bilal Hafeez
Ep. 373: Jon Turek on the 'Owl' Fed, the US Treasury's Bond Buybacks, and AI Capex Durability
Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst at Moore Capital. In this podcast, we discuss:
The Substack Divide of Equities vs. Macro
The Buy-Side Paradox of PM Asymmetry and Pod Reality
The "Owl" Fed and Political Optimisation over Conviction
The Trillion-Dollar AI Fiscal Program
The Death of…
The skinny
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