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Jonny Matthews

lines on the record
102
first
2023-11-10
most recent
2023-11-10
sittings or episodes
1
sources
podcast

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  1. In a nutshell, Jack, I joined Solomon brothers. It was taken over by Citigroup. I spent 11 years there as a trader. Then I joined one of Europe's largest hedge funds, Brevan Howard. I was a portfolio manager. I became a partner. I managed several hundred million dollars and I had a portfolio of equity derivatives, fixed income FX, and I traded a little bit of credit. And since then After I left, I started investing for myself and trading for myself. And I found about three or four years ago that I needed to look in greater detail at the macro research that I was reading, try to understand, try to do my own research and get a better understanding of macro. And as a result of that, my trading improved a great deal. And I started writing about. It I started writing for a broker and my daily note is distributed probably to.

    2023-11-10 · Forward Guidance · The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps · IDENTIFIED FROM THE TRANSCRIPT

  2. You very much for inviting me, Jack. I mean, I've seen some of your previous guests that have been on here and they are a tough actor to follow, I have to be honest. You've had some brilliant, brilliant people on the show.

    2023-11-10 · Forward Guidance · The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps · IDENTIFIED FROM THE TRANSCRIPT