First JST Advisors Dinner Recap

I had the great privilege of hosting a macro hedge fund dinner with Goldman Sachs this week. The idea of the dinner was to sit down with some of my JST Advisors clients and share ideas and frameworks on how great macro practitioners are thinking about and trading the current macro environment. It was a really great evening and was extremely timely as it was sandwiched in between last weeks ECB meeting and this weeks FOMC.

I thought it would be a good idea and add value to my Cheap Convexity subs if I shared some of the takeaways from the dinner this past Tuesday night on my blog. I am really grateful to all people who showed up, which ended up being sixteen people around the table, representing most of the big macro hedge funds.

With that said, here were five of my takeaways from the dinner: