An Original Take On The COVID Crisis – Time As A Symptom
In this episode, we’re lucky to have a conversation with one of the most original macro thinkers, the Macro Dilettante. He prefers not to disclose his name, but I’ve known him for years and is a super experienced market pro. During our conversation, we talk about the importance of understanding time as well prices in markets, the significance of pension funds in this crisis, the possibility of bonds selling-off and what policymakers should do to fix the crisis.