#117 - Alex Gurevich - Investing in a Pandemic, #2 Hedge Fund in 2020 & a Wall Street Journal Best Seller

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Alex Gurevich is Founder and CIO of HonTe Advisors, a global macro hedge fund based in San Francisco.
Alex was hailed as J.P. Morgan’s star trader in 2003, where he served as managing director of Global Macro trading. And following remarkable outperformance in 2020, HonTe’s net return was ranked second in the world by Barclays.
Alex’s latest book, ‘The trades of March 2020’, was a Wall Street Journal best-seller, chronicling the collapse of financial markets during the onset of the COVID-19 pandemic. Alex explains how his fund not only survived but thrived, during this period, offering unparalleled insight into the command centre of a macro hedge fund, as stock markets plunged 35%.
Alex finishes by offering his outlook for recession, US equities and themes to watch in 2022. Enjoy!
A link to Alex's first book, 'The Next Perfect Trade': https://www.amazon.co.uk/Next-Perfect-Trade-Magic-Necessity/dp/1456625616/
And 'The Trades of March 2020': https://www.amazon.com/Trades-March-2020-against-Uncertainty/dp/1544525133/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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