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May 26, 2021

Long passionate about markets, Kevin grew up in a household where his father was an equity research director. Being exposed to market talk as long as he can remember, Kevin's true love was always macro. In fact, his first trade was in the US dollar index which promptly went limit-locked against him.   Not deterred, Kevin persevered and got a job on institutional equity desk for a big Canadian bank in the 1990s. Kevin moved into a proprietary group where he was in a charge of the equity derivatives book. Kevin had a ringside seat for the madness of the DotCom bubble, but in 2000, with a new young family, and the desire to no longer work for a bank, Kevin set off on his own. For the next 17 years, Kevin would solely trade his own account with another former co-worker from the bank and a full-time computer programmer student they hired. Since then, Kevin has joined a well-establish prop group. In this episode we talked about:

  • Kevin’s Background 
  • The current state of the economy
  • Central banks in the post covid world
  • Types of inflation
  • Fiscal policy
  • Monetary policy
  • MMT
  • Globalization
  • Real Estate outlook
  • How to deal with inflation in Real Estate
  • The Rental market
  • Working from home