In thinking about markets, we can often get the long-term vision right without considering the bumps along the way and how one navigates them. And right now, there are a lot of potential bumps to consider. This week, we are very excited to welcome Peter Vincent, head of trading for EMEA for State Street Global Markets, to talk about his background and experience, how he is thinking about markets at the moment and what periods from a long career of trading macro markets are most like the current environment.

Strait Signals: Assessing the Iran War Risk Premium
41:57

The Great Rotation: Stocks Under the Surface
35:07

Trading the Policy Whiplash
33:16