Every week, we tell hedge funds what to look out for and how we trade the world of macro. Now, we’re sharing that with you — in a simple and concise fashion. This is a must-read for those who want to thrive in markets. In this week’s edition, Andreas Steno Larsen and Ulrik Simmelholt break down how their trade portfolio has peformed over the last week before focusing on the broader macro environment. Written on December 20, 2024.