Macro Hive Conversations With Bilal Hafeez

12 Investment Ideas For 2021 From Our Listeners


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Happy new year and welcome to our first podcast of 2021. In this episode, we try something different and have curated the best investment ideas from our listeners. They're a smart bunch so well worth listening to. Here are the ideas discussed:

  1. Buying clean energy (Invesco Wilderhill Clean Energy ET [PBW]) – Rohan Yelvigi (NY)
  2. Buying Japan stocks (iShares MSCI Japan ETF [EWJ]) – Peter Repetto (NY)
  3. Buying healthcare and financial sector equity volatility – Stephen Howard (HK)
  4. Position for equity correction – Lorenzo Lorenzi (Milan)
  5. Low inflation (selling inflation breakevens) – Dominique Dwor-Frecaut (Los Angeles)
  6. Selling US 20y rates – SN Vaidya (London)
  7. Buying pound sterling (GBP/USD) – Eric Zijdenbos (London)
  8. Buying GBP/USD upside options – Arun Sundaram (London)
  9. Buying FX volatility – Karl Massey (London)
  10. Buying Swedish Krona (selling EUR/SEK) – Ken Dickson (Edinburgh)
  11. Buying Chilean equities (iShares MSCI Chile ETF [ECH]) – Alex Schober (NY)
  12. Buying Turkey (FX and equities) – Philipp Birkan (Vienna)
...more
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Macro Hive Conversations With Bilal HafeezBy Bilal Hafeez

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