Play the Above Episode in a Pop-Up Window   |  Download the Above MP3 File

male silhouette.

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Financial Research Mistakes
  • Inflation/Deflation
  • Economic Outlook
  • The Impact of Economic Realities on Employment
  • Inflation/Deflation Predictions 
  • Geopolitical Impact on Oil Prices
  • Supply Shocks
  • Nuclear Energy 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Alex will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Alex Gurevich is the founder and Chief Investment Officer of HonTe Investments, a Bay Area based investment management firm. After earning a Ph.D. in mathematics from the University of Chicago, Gurevich directed his passion for strategy into a successful Wall Street career.

Alex has over twenty years of trading experience including franchise and proprietary trading at Deutsche Bank (heritage Bankers Trust) and J.P. Morgan Chase (heritage Chase). He was hailed by the Wall Street Journal in 2003 as the star trader of JPMorgan, where he served as Managing Director responsible for global macro trading. He is The Wall Street Journal Bestselling author of The Trades of March 2020. Alex Gurevich led HonTe’s macro strategy in 2020 to rank second by net return according to BarclayHedge—and in the top ten of emerging managers in all strategies by Eurekahedge.

[Back]