• Will the real money pivot to Europe?

  • 2025/05/06
  • 再生時間： 19 分
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Will the real money pivot to Europe?

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  • There is fast money and there is real money. Fast money means day traders and hedge funds, who jump in and out on the day's news. But the real money — that of governments and insurance and pension funds — moves much more slowly, and with greater effect. Today on the show, Katie Martin speaks with Ian Smith on what may be a slow turn of allocation out of the US and into Europe. Also they go short consumer confidence and long lepidoptery.


    For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.


    You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

There is fast money and there is real money. Fast money means day traders and hedge funds, who jump in and out on the day's news. But the real money — that of governments and insurance and pension funds — moves much more slowly, and with greater effect. Today on the show, Katie Martin speaks with Ian Smith on what may be a slow turn of allocation out of the US and into Europe. Also they go short consumer confidence and long lepidoptery.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.


You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Hosted on Acast. See acast.com/privacy for more information.
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