Samantha LaDuc - Risk Parity Ended with Covid, and ”Things Over Paper” Matter Most

Recorded on November 9th, 2023

Samantha LaDuc, founder of LaDuc Capital LLC, is a Macro-to-Micro strategic technical analyst, educator, and trader. She's known for "market timing" analysis, where she takes into consideration macro event risks, institutional money flow, and cross-asset price action to forecast sector rotation and directional market moves. 

In this conversation, Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy.

#finance #investing #macro #bonds #BoJ #volatility #USDollar #inflation

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