Macro regime and risk assets qualified clearly
I saw that you added stats to the tactical portfolio, but could you also summarize the stats to the macro regime and positioning strategies (win rate, Sharpe, etc.)? Thank you!
Yeah my apologies I meant to add that yesterday and was just so busy
I will add them today
Thanks for the reminder 🙏
How much credit do we give to Bessent? Outside of his time with Soros, his personal ventures have been fairly poor.
I saw that you added stats to the tactical portfolio, but could you also summarize the stats to the macro regime and positioning strategies (win rate, Sharpe, etc.)? Thank you!
Yeah my apologies I meant to add that yesterday and was just so busy
I will add them today
Thanks for the reminder 🙏
How much credit do we give to Bessent? Outside of his time with Soros, his personal ventures have been fairly poor.