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Reflections On Greece And Global Macro

Last week I spoke with Alex Gurevich, the former head of global macro trading at JPMorgan Chase (NYSE:JPM). We chatted about his views on trading in the global macro landscape, in particular Europe, Japan, emerging markets and the United States. He labels his investment style as one that is long term in nature and regards patience as a virtue when considering investment opportunities.

Note: Our conversation occurred before Greece, which still had not come to terms with its creditors, closed its banking system for a week, causing a sell-off in European stocks on Monday and putting more pressure on sentiment. I checked back with him to update his views following the weekend's major news. Read more