Antonin Delair
Systematic FX strategist focusing on carry and signal-based strategies, explaining how inflation, yield dispersion, and momentum signals are affecting carry baskets and thematic FX strategies.
Best podcasts with Antonin Delair
Ranked by the Snipd community
21 snips
Nov 28, 2025 • 40min
Global FX Outlook 2026: Bearish USD, Bullish Beta
Join Arindam Sandilya, an expert in Asian FX flows, as he unpacks regional policy preferences and the seasonal strength of CNY. Antonin Delair, an FX macro-quant strategist, discusses the impact of quieter central bank activity on market signals and factor performance. Patrick Locke tackles US trade policies, tariffs, and their implications for the FX landscape, particularly in relation to Canada. Expect insights on the interplay between currencies and global economic dynamics.
8 snips
Mar 27, 2026 • 15min
Global FX - Feelin ‘22
Antonin Delair, a systematic FX strategist who specializes in carry and signal-based trades, and Ladislav Jankovic, an FX volatility strategist, discuss FX impacts from inflation, yield dispersion, momentum signals, and elevated volatility tied to geopolitical noise. They cover carry basket behavior, real versus nominal carry, dollar-centric vol dynamics, skew and cross-vol pockets, and thematic strategy performance.
