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Is this the dawn of the Anti Carry Regime?

Is this the dawn of the Anti Carry Regime?

Runaway inflation, rising interest rates, unstable volatility?

Rene Bruentrup's avatar
Rene Bruentrup
Apr 06, 2022
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Fallacy Alarm
Fallacy Alarm
Is this the dawn of the Anti Carry Regime?
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What is a Carry Regime?

In this article, I am borrowing from the book ‘The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis’ written by Tim Lee, Jamie Lee and Kevin Coldiron. I will only touch on their ideas at a very high level and complement it with my own views and …

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