Roger & Jacob discuss investing through a Geopolitical Framework. China, USD hegemony and de-globalization.
Roger & Julian discuss the current macro landscape and how the Fed likely knew a hard landing was always going to be the likely scenario.
Roger explores some of the lessons Grant has learned over the years of interviewing some of the brightest minds in markets.
How can we use Initial Jobless Claims to time the bottoming of equity markets?
Stock market rallies could be self-defeating, the likelihood of China rebounding in 2H, and the preference for direct commodities exposure.
Deep dive into the current macro set-up, with a special focus on Europe, Japan, and the US.
We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.
Should we look at the yield curve or at inflation levels to assess the real risk of a recession?
We look at what the USD did in 2021 and make the case for 2022.
How can monetary policy help solve the problem of higher input prices? It can't.