Blind Squirrel Macro
Blind Squirrel Macro - The Pod
Together in Electric Dreams?
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Together in Electric Dreams?

Blind Squirrel Macro: The Pod. Tuesday 23rd, January 2024.

I am also adding a link to an interview I recorded in December with Patrick Flood of

last December after I published our Brazil Basket in ‘Samba Time’.

Samba Time!

·
December 14, 2023
Samba Time!

This weekend, we talked about carry trades. Hindsight is wonderful thing, but it is hard to argue that there was a superior risk-adjusted investment strategy anywhere on earth that compared to the simple carry trade of borrowing Japanese Yen to buy short-term local currency money market instruments in Brazil and Mexico since January 2021. It’s not even close!

See you next week! Squirrel out!

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