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Capital Mobility Isn't Frictionless: Why Macro & CTAs Thrive | Jackie Rosner
The capital mobility takeaway from #GlobalAltsNewYork from Jackie B. Rosner: capital mobility isn't frictionless. Cross-border capital controls, outbound investment restrictions, export and tech bans all create volatility. And volatility is fuel. That's where positively convex strategies like macro and CTAs thrive. #Macro #CTA #Volatility # ...
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