Macro Credit, Crypto and Convexity with Tian Zeng

In Episode 15, we chat with macro hedge fund manager Tian Zeng, who runs Nirvana Capital Management and Phoenix Digital. We discuss macro credit, crypto, interest rates, and, of course, market positioning into the election. In addition, we explore various macro trading strategies that he utilizes as well as current market insights, asymmetric trades in the market today, and risk management. We focused on the implications of interest rate changes, the dynamics of the credit market, and the impact of government spending on economic stability and the significance of gold as a hedge against inflation and market volatility.