Episode Details
| Title | How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour |
|---|---|
| Date | 10/10/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $JPY - Bullish on Japanese interest rates, expecting normalization of monetary policy to lead to higher rates.
- “My favorite position there is definitely still being short the rates.” - Karen (10:03)
- 🟢 $EUR - 🔒
- 🟢 $US_ECON - 🔒
- 🟢 $AI - 🔒
- 🟢 $CHINASTK - 🔒
Bearish:
- 🔻 $USD - 🔒