Apr 23, 2020
In this episode, I have a conversation with the super-smart and provocative thinker and investor, Alex Gurevich. In our wide-ranging chat, we discuss recent lessons learned, views on markets and risks to look out for. Specifically:
1. How not to become attached to one
asset class or investment style.
2. How every crisis...
Apr 16, 2020
In this episode, I have a conversation with one of the top macro investors that I’ve come across, Jim Leitner. He has an impressive track-record, but more importantly, is very thoughtful and can go from talking about the nuts and bolts of options trading to how political regimes change. In the podcast, we talk...
Apr 10, 2020
In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He’s got the credentials having worked at J.P. Morgan, the Fed, World Bank, Barclays and Tudor, but it’s his analysis that stands out. In the podcast, we talk about:
(1) How to forecast growth when economies...
Apr 3, 2020
In this episode, I have a conversation with one of the leading experts on gold, John Butler. He has spent 25 years in the financial industry, worked at some of the top banks and has even written a book on gold (The Golden Revolution). In the podcast, we talk about:
- Valuation frameworks for gold
- The relationship between...