A fellow spec with deep macro knowledge, from Theo Athanasiadis
John Floyd on the Biggest Trades and Risks for 2024
Peter Ringel writes:
regarding the other topic on win rate: In this interview, John too mentioned (as an FX macro trend trader) a win rate below 50%. "I am more wrong than right." Of course, this gets rectified by larger wins than losses and the resulting expectancy.
Zubin Al Genubi adds:
My biggest take aways were that volatility will be higher next year and Japan will do better than it has been.