Alex Gurevich
Honte Investments founder and bestselling author specializing in macro and fixed-income trading, interviewed about rates, energy, precious metals, the yen, and his new book The Next Perfect Trade.
Top 5 podcasts with Alex Gurevich
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118 snips
Feb 12, 2026 • 1h 1min
MacroVoices #519 Alex Gurevich: The Next Perfect Trade
Alex Gurevich, founder of Honte Investments and bestselling author, joins to discuss rates, energy, and precious metals. He breaks down bond market dynamics and Japan’s yields and weak yen. They debate compute-driven energy demand, nuclear vs gas tradeoffs, and gold/silver behavior. The conversation also touches on his revised book and trading mistakes.
81 snips
Apr 24, 2025 • 1h 27min
Trade Wars, AI, and Bonds: What Investors Need to Know ft. Alex Gurevich
In this episode, Alex Gurevich, Founder and CIO of HonTe Investments, shares his unique insights shaped by his background in mathematics and science fiction. He discusses navigating the evolving macroeconomic landscape, emphasizing the importance of understanding economic cycles and liquidity trends. The duo delves into the transformative role of AI, exploring its rapid acceleration toward singularity and the potential constraints posed by energy limitations. Gurevich also sheds light on investment strategies for bonds and the complexities of global currency dynamics.
37 snips
Jan 29, 2026 • 1h 1min
The Next Perfect Trade (And Why It Only Happens Once a Decade)
Alex Gurevich, hedge fund manager and founder/CIO of HonTe Investments with a math and JP Morgan background, discusses the book The Next Perfect Trade and why some trades only arrive once a decade. He revisits past risk-parity insights, crisis trade setups like long bonds plus dollars, and how AI, deflation, liquidity and a capex boom reshape macro frameworks and trade ideas.
15 snips
Mar 15, 2026 • 1h 8min
“Deflationary Bust” A Risk From AI | Alex Gurevich’s Bull Case on Rates, “Perfect Trade” Potential in Japan, and The Risk of Artificial Intelligence Poses to Labor Market
Alex Gurevich, founder and CIO at HonTe Investments and author of The Next Perfect Trade, outlines bullish trades in platinum, palladium and copper. He warns AI could first be deflationary by automating many jobs, forcing deep Fed rate cuts and heavy stimulus. He also highlights a potential steepener in yields, a “perfect trade” opportunity in Japan, and an impending energy bottleneck from massive AI compute demand.
14 snips
Feb 20, 2026 • 42min
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Alex Gurevich, founder of HonTe Investments and former JP Morgan global macro trader with a PhD in mathematics, shares big-picture frameworks and trade ideas. He outlines the “swim with the tide” approach, reframes risk management and tight stops, and explains how AI, energy constraints, and a potential Fed return to 0% shape macro opportunities. Short, strategic, and thought-provoking.
