Nifty trades of Graham
Talking Heads 2025: Macro hedge fund shut down swap-spread exposure during April turmoil; sees positive signals amid Trump noise
Towards the end of this interview, Jens Foehrenbach disappears from view – he abruptly gets up, leaving a vacant office chair behind, and returns holding a book, which he brandishes in front of the camera, so it takes up the entire screen. It’s a copy of International Economics: Theory and Policy, by Paul Krugman and Maurice Obstfeld.
“I don’t know about you,” says Foehrenbach, president and co
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