Hedge Fund Strategies in a 7.4 Percent Bond World

On the premiere of The Hedge Fund Podcast with Fexingo, Lucas and Luna anchor the conversation in a startling number: the S&P 500 at 7,388, with the Dow at 49,573, even as the VIX sits at 18 and cash is pouring out of money market funds. They examine what this 'bull capitulation' means for hedge fund strategies, from long/short equity to global macro. Lucas walks through a specific example of how a multi-manager pod shop might position against this backdrop, and Luna pushes back on whether the crowd is always wrong. They set the tone for the show: data-driven, skeptical of narratives, obsessed with the concrete mechanics of alternative investing. No hot takes, no jargon for jargon's sake — just two sharp professionals trying to figure out what's actually happening. #HedgeFunds #AlternativeInvestments #S&P500 #BullCapitulation #LongShortEquity #GlobalMacro #MultiManager #BondYields #VIX #BankOfAmerica #StandardChartered #Nvidia #FedFundsRate #PortfolioConstruction #RiskParity #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo