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DE Shaw And Bridgewater Global Macro Outlook – Converging From Divergence: Milken 2024

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Jacob Wolinsky
Published on
Updated on
Kernow AM
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COVID-19 and continued geopolitical challenges pushed investors into a fight with volatile conditions across the markets. There are strong signs of optimism and resilience; however, global growth forecasts vary between emerging markets, developing countries, and advanced economies.

G10 interest rate coordination, comparative advantage-based trade, and supranational corporate interests prioritized global supply chains over geopolitical interests. How will this geo-economic fragmentation trend mirror a broader economic and market outlook? Will this condition deliver some breathing room for multilateralism? What are the current challenges faced by regulators, asset managers, and corporate executives?

These crucial questions were debated during the Milken Conference held on May 7 in Los Angeles on the panel that gathered several influential names from the industry. The panel was moderated...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid