Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. Alex has been involved in trading for over 20 years; holding various roles on Wall Street that included the launch of fixed income derivative trading franchises as well as running the macro book at JP Morgan. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of The Next Perfect Trade (2015) and soon to be published The Trades of March. Alex was born and raised in St. Petersburg, Russia and earned his PhD in mathematics from the University of Chicago. On this podcast we discuss:

1. How games like chess, go and poker can help your investing
2. Why sticking to take profits and stops is important
3. Which markets follow valuation
4. Alex's experience of trading COVID in March 2020 and lessons learned
5. How to think about the current inflation debate
6. US real yields could head lower
7. Recent front-end sell is overdone
8. Australia could be a stand-out market
9. Dollar view
10. Why equities don't follow the economic cycle
11. Books that influenced Alex: Lord of the Rings (Tolkien), On Being Certain (Burton)
12. Sci-fi book recommendations: Hyperion (Simmons), Ender's Game (Card), Rise of a Merchant Prince (Feist), The Dagger and the Coin (Abraham), Expanse (Corey)