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Kenneth Tropin on Quantitative Hedge Fund Strategies

Masters in Business

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Macro Investing - I Can't Remember a More Interesting Time to Be a Macro Investor

I want to start talking about the current environment with a quote of yours that i really like. You said, i can't recall a more interesting time to be a macro investor since the financial crisis. A little bit about that. I haven't heard a lot of people describe this year, 20 22 that way. Ye, well, you know, because we're a macro oriented fund, what we're really concerned with is what's happening with interest rates,. What's happening with foreign exchange and commodity prices? And all those four sectors have been moving a lot. So that's a really fertile, constructive environment for us to try and generate returns.

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