Word: macros
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Dates: during 2000-2009
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...brings it home, this whole concern [for product safety] and what does it mean for the China export juggernaut," says David Zweig, director of the Center on China's Transnational Relations at the Hong Kong University of Science and Technology. "We think of it on a massive, macro level. This brings home what it means when this ... happens to an individual businessman...
This command of detail differentiates hedge fund traders from civilians. Macro trading is not only about prices on screens. To be sure, the name of the game is money--but the hedge fund managers are keenly aware of the imbalances growing around the world, and they are attuned to any factors that could potentially destabilize the markets...
...best opportunities, even though markets such as India, China and Malaysia have had bubble-like runs. "Don't be fooled by sticker shock given their huge outperformance in recent years," he says. "We are witnessing a trend change in the fundamentals right now." And such fundamental changes are what macro traders love most...
...things that differentiates a hedgie, and it's something that humans are not necessarily wired to do, says Jim Leitner, manager of the Falcon Family Fund. Leitner spoke of this phenomenon at the conference and in Inside the House of Money, Steven Drobny's collection of interviews with macro hedgies. "Humans in general are biased to look for confirmatory evidence," Leitner asserts in the book. "When someone is bullish on oil, they tend to pick out the pro-oil arguments in whatever they read. Very few people train themselves to look for disconfirming evidence...
...meeting's real surprises was to hear so much talk about global equities, given their strong run, and the last presentation was no exception. Geoffrey Symonds of GLS Capital spoke about the possibilities in the GCC countries. "The macro story here is excellent, and the region looks a lot like Russia nine or 10 years ago," Symonds said...