Macro update: Asymmetrical trades and high conviction investment themes – SPACs, psychedelics, alternative protein and crypto
Join our Singapore-based Global Macro Strategist, Kay Van-Petersen, as he looks at the global macro playbook in this Goliath MMT liquidity regime and takes us on a quest for asymmetrical trades and investments, discussing the frameworks, principles involved and how to manage risk.
Kay will also help you ride the wave of today’s most intriguing high conviction investment themes, from SPACs and psychedelics to alternative protein (plant-based meat, anyone?) and white-hot cryptocurrencies.