Skybridge Capital’s Gayeski on Macro, Boom-Bust Cycle, U.S. Economy

The transcript discusses the challenges faced by macro managers in adding value, particularly in liquid markets, and the potential for better performance in emerging markets. It highlights the debate on the end of the boom-bust cycle and the role of central banks in asset price elevation. The conversation also covers investment strategies, focusing on alternatives to equities and fixed income, and the economic outlook, including hedge fund strategies and recession risks.

What are the potential risks associated with the current economic strategies discussed?

How do alternative investments add value to a portfolio in a low volatility environment?

What strategies can investors employ to navigate the current economic environment?