FundFire: Iran Impasse, Tech Bubble Boost Macro Hedge Fund Prospects
- Jul 1
- 1 min read
With the ongoing Iran conflict and AI dominating risk capital, macro hedge funds are finding opportunity in what everyone else is passing over.
CIO of Global Macro Dave Aspell told Chad Bray at FundFire that the fixation on AI and megacap tech is leaving a lot of value behind.
"There's lots of things that are cheap out there...but it doesn't really seem like anyone cares because other things are just dominating all of the risk capital."
Comments