When discussing inflation and commodities, I think financialization is a massively overlooked variable. The 70s are really our only data point, and since then we’ve seen a dramatic rise in passive commodity access, managed futures strategies, and alt risk premia.
The macro quant and derivatives conference? Can believe it was good in the past, the few times I went (2015-17 I think) it was terrible and I haven’t been since.
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What would be your recommendations? Quant conferences in general haven’t seemed to be a brilliant space in recent years
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