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#634 - Don't Lose Sight Of Macro-Economic Trends

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Synopsis

Hey everyone. This is Kirk here again from Option Alpha and welcome back to the daily call. Today, we’re going to be talking about why you shouldn’t lose sight of macro-economic trends. Now, by the time that this podcast goes out, very soon or even if you’re listening to it back in the historical archives, the podcast would’ve been out, but we interviewed a great set of guys that run a hedge fund over at Crescat Capital and what I loved about this podcast interview that we did with them was that we focused really on macro-economic timing and models. And I thought this was really interesting because what I often tell people is that you don’t need to know everything about every macro-economic indicator out there, but you should have a good understanding and have your head above water (if you will) of what’s generally going on in the economy and the global markets. And so, when you lose sight of these macro-economic trends, that’s when I think potential black swans hit your account that you didn’t see coming t