On Sizing Options, The Fed and The JPY
About this episode
Alf and Brent discuss the Fed's reaction to data, the Bessent/Japan accord on the JPY, and the complexities of sizing options for macro PMs.
In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them?
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