← The Macro Trading Floor9 Aug · 37 min
On Sizing Options, The Fed and The JPY
On Sizing Options, The Fed and The JPY
In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them?
podlinkr.com/en/the-macro-trading-floor/5717691633587952
For a poster or slide.