Panel Discussion: Global Macro Trends and Issues
Topics to be discussed include:
Is global macro poised for a resurgence as the market cycle shifts to increasing uncertainty?
What are the implications of trade wars, rising interest rates?
What is the role of discretion? quantitative techniques?
Speakers (alphabetically listed by speaker’s last name)
Stephen Morton, Inyo Capital
Ted Parkhill, Incline Investment Management LLC
Nathaniel Polachek, Commodity Asset Management
Michael Dubin, Dorset Management (Moderator)