I focus on global macro and current market drivers, with an emphasis on the fixed income markets.
I have 20 years of experience as a trader, structurer, and strategist in markets ranging from Treasuries and High Yield bond trading, to CLO’s, to CDS indices. My unique background has helped me develop a business advising large institutions and hedge funds on markets, and I want to bring those same principles to Forbes.com. Analyzing, understanding, and explaining key market drivers is the first step, but understanding how they will impact markets is the ultimate goal. My fixed income background ensures that I spend as much time analyzing and questioning the risk of an idea, as I do on the reward – the risk side of the risk/reward equation is just as important, but is too often ignored. While I focus on global macro, many of the ideas will have a fixed income element, which the proliferation of ETF’s has made accessible to a broader audience.