New to WSO - looking for fellow discretionary global macro monkeys

Hello WSO,

I joined this platform a while ago, but I wasn't really active since. However, I managed to land the kind of job I always wanted since. That's why I am writing this post. I am interested in getting in touch with guys workin in global macro and talking about their investment style, since I got the impression that the company I am working for is so different in its approach that I would like to get a glimpse of the "standard" approach that global macro HFs apply.

Topics that I am interested in:

  • currency valuation
  • FDI & portfolio flow modelling
  • political risk evaluation
  • exposure management
  • your top down approach and the corresponding asset allocation

Cheers,

knork

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