Any recommendations for good books to understand basic macro? Less broad theory and more practical explanations of what various scenarios (should) mean for asset prices would be better.
The goal would be to learn more about how a PM/strategist thinks about positioning.
Thanks!
Not a textbook but for thoughts on the current environment, I like to read Henry McVey’s notes that are publicly published on KKR’s Global Perspectives blog. You can just google “McVey KKR Global Perspectives”
Dude no one has any clue if this past year and a half hasn't made that clear already
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