How Hedge Funds Are Trading the New Fed Staffing Reality

The Federal Reserve under Chair Warsh is staffing up with 'Project 2025' alumni, and hedge funds are already adjusting their interest rate positioning. Lucas and Luna break down the specific implications for the overnight repo market, the divergence between the VIX and VVIX, and why a hawkish staffing signal could reshape duration bets. With the Fed Funds effective rate at 3.63 and the VIX creeping up to 16, they examine how event-driven macro shops are trading the uncertainty around central bank personnel changes. #HedgeFunds #FederalReserve #Project2025 #KevinWarsh #InterestRates #MacroTrading #VIX #VVIX #FedStaffing #MonetaryPolicy #CentralBanking #DurationTrading #OvernightRepo #Finance #Investing #FexingoBusiness #BusinessPodcast #TheHedgeFundPodcast Keep every episode free: buymeacoffee.com/fexingo