Gå frakoblet med Player FM -appen!
How & When The Best Macro Investors Use Options
Manage episode 435750071 series 3338244
In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in August and compare it with the hard economic reality: are there opportunities to be exploited? They then make a deep dive on the US Dollar, and finally cover a crucial trading framework topic: when and how to use options instead of linear structures to put up macro trades?
FREE TRIAL to Alf's Institutional Macro Research: https://www.tinyurl.com/FreeTrialResearch
Sign up to Brent's newsletter: www.spectramarkets.com/subscribe
Brent's dedicated piece on options vs linear trades: https://50in50.substack.com/p/trade-6-options-or-cash
Transcript link here: https://www.spectramarkets.com/the-macro-trading-floor-transcript-23-august-2024/
96 episoder
Manage episode 435750071 series 3338244
In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in August and compare it with the hard economic reality: are there opportunities to be exploited? They then make a deep dive on the US Dollar, and finally cover a crucial trading framework topic: when and how to use options instead of linear structures to put up macro trades?
FREE TRIAL to Alf's Institutional Macro Research: https://www.tinyurl.com/FreeTrialResearch
Sign up to Brent's newsletter: www.spectramarkets.com/subscribe
Brent's dedicated piece on options vs linear trades: https://50in50.substack.com/p/trade-6-options-or-cash
Transcript link here: https://www.spectramarkets.com/the-macro-trading-floor-transcript-23-august-2024/
96 episoder
Alle episoder
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.