Latest / Macro Hive Conversations With Bilal Hafeez
Jim Leitner On The Dollar, Equities And The Economy Of Bits And Things
In this episode, I have a conversation with one of the top macro investors that I've come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go from talking about the nuts and bolts of options trading to how political regimes change. In the podcast, we talk about:
How not to become attached to one asset class or investment style
Whether options are over-priced
The path of the dollar
Which companies and sectors will succeed in the COVID world
Which EM markets are most attractive
How to play China most effectively
Whether we should worry…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.