Lol def didn’t expect that part either
Playing the invevitable unwind of the Utopian State Capitalist vision, convergence of all countries to State Authoritarianism, and 1940s Nazi Germany style stock market collapse with ... the 60/40 portfolio.https://twitter.com/goodalexander/status/1423473290966884352 …
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Smart. I’m playing the coming climate apocalypse by buying a variable annuity.
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I think that's a different person! Can't remember who though.
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“Natural yield” alert - yields being repressed! I’m being repressed! My account is down..
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I think I was unclear. The long book Id run fully hedged on a notional basis with close to 0 beta. Prefer that Rather than sector pairs trades and leverage which is what I normally do. Directional stuff could be net negative beta. Def not pitching long bonds / stocks at 30 vol
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