MacroVoices (podcast/site)

MacroVoices #519 Alex Gurevich: The Next Perfect Trade

Alex Gurevich joins Erik Townsend and Patrick Ceresna on MacroVoices to outline his outlook for fixed‑income markets and the broader macro environment. He argues that the Federal Reserve will keep a restrictive policy stance into 2026, keeping inflation pressures in check while limiting bond price appreciation. Gurevich also highlights AI’s accelerating impact on productivity, the upside potential for precious metals as a hedge, and the yen’s vulnerability amid Japan’s ultra‑low‑rate policy. The conversation ties into his new book, “The Next Perfect Trade,” which offers a framework for identifying high‑conviction opportunities in this landscape.