Q&A #210
@Albertletoride-hz7oj: To which extent do you think the race to the bottom between Gulf exporters contribute to the oil contango we saw those last days ? @ianrayner7522: In your webinar you outlined your 4 quadrant growth/inflation diagram. What are your preferred measures for the axes? You mentioned you actually subdivide it further, care to expand? @wpetersen1081: your take on emerging market returns like India and currencies in the long term against the USA? @ianrayner7522: Can we still sign up for the beta website? @dubiousdandy904: We have market prices, macro statistics, and then "valuations" (e.g., NAV). While inferred valuations from models is conventional practice, in big picture terms what led to this epistemological shift? @scottkennedy5768: where to be on the yield curve @ianrayner7522: why does it feel like bonds and stocks are moving together @dubiousdandy904: Continuing on my valuations question, I wonder if classroom videos on money dealing mechanics in private credit is in order. You already did some of the work (e.g., your explanations of VaR and SRTs).
