Alex Gurevich is the founder and CIO of Honte Investments and formerly ran global macro at JP Morgan. Here he discusses building a macro process, sizing, where he sees opportunities, his take on the transitory narrative, and his new and upcoming book - The Trades of March, where he discusses how he traded (very profitably) through March.
\nYou can order the book here: https://www.amazon.com/Trades-March-2020-against-Uncertainty-ebook/dp/B09NX372KG