Explore some episodes with emphasis on...
Macro Topics
289 · Alfonso Peccatiello (MacroAlf) - Beyond Being Right - A Shift to Framework Thinking
Alfonso Peccatiello’s (also known as MacroAlf on X) approach to the financial markets is rooted in macroeconomic insights, identifying market imb...
280: Steve Hanke - Decoding the Drivers of Inflation and Markets
Trading commodities since 14 years old, Professor Hanke started learning the importance of closely following macro economic factors which impact ...
273: James Fishback - THIS TIME It’s Different…or Is It
James is the co-founder and Chief Investment Officer of Azoria Partners, a global macro investment firm. Prior to Azoria, he served as the Head o...
253: Patrick Boyle - Lessons from Financial History and False Expectations in the Markets
Patrick is a finance professor, author, quant hedge fund manager and a connoisseur of financial history. As a young investor in Utility stocks, P...
192: Kevin Muir – ‘Whatever It Takes’—How Reserve Banks React to Economic Pressure
As we’ve seen making headlines recently, reserve banks around the world have been adding liquidity to the market in an effort to stabilize econom...
141: Erik Townsend – Software Millionaire Fooled by ‘The Dream’ and Saved by Global Macro
Featuring on this episode is former software entrepreneur turned hedge fund manager, Erik Townsend. I’m sure some will already be quite familiar ...
138: Kevin Muir – In Search of the Next Great Trade—with The Macro Tourist
During the 90’s, Kevin Muir was a proprietary derivatives trader for RBC Dominion Securities. In 2000, Kevin branched out to begin trading indepe...
092: Dario Mofardin – Observing the Whole Board, Building a Body of Evidence, Swinging at Fat Pitches
For this episode I spoke with fund manager, Dario Mofardin. Dario went from a finance degree, straight into a market analyst and then trader posi...
079: Raoul Pal – The Biggest Financial Experiment the World has Ever Seen, Explained by a Global Macro Investor
Raoul Pal has a history rooted in the hedge fund industry, and with him, he carries more than 25+ years of experience in financial markets. For a...