Episode Details
| Title | How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP |
|---|---|
| Date | 12/28/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $DS5SOFR - Donnie is focusing on finding opportunities to go long the 5-year SOFR futures contract in the coming year, indicating a bullish stance on this specific interest rate product.
- “How and when do you make money being long, you know, the DS5 SOFR is is my focus for the New Year.” - Donnie (1:07:08)
- 🟢 $SOFR - 🔒
- 🟢 $BONDS - 🔒
- 🟢 $ES - 🔒