Roger Hirst

Roger Hirst

Roger Hirst
Podcast
Members Public

Episode #3: Jacob Shapiro

Roger & Jacob discuss investing through a Geopolitical Framework. China, USD hegemony and de-globalization.

Roger Hirst
Podcast
Members Public

Episode #2: Julian Brigden

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 Hirst
Podcast
Members Public

Episode #1 - Grant Williams

Roger explores some of the lessons Grant has learned over the years of interviewing some of the brightest minds in markets.

Roger Hirst
Macro
Members Public

Using Unemployment Data to Time Equity Market Bottoms

How can we use Initial Jobless Claims to time the bottoming of equity markets?

Roger Hirst
Macro
Members Public

Stock Market Rally, China Rebound in 2H, and Commodity Prices vs Volumes

Stock market rallies could be self-defeating, the likelihood of China rebounding in 2H, and the preference for direct commodities exposure.

Roger Hirst
Macro
Members Public

The Euro, the State of the Bear Market, and the Need for a Stronger USD

Deep dive into the current macro set-up, with a special focus on Europe, Japan, and the US.

Roger Hirst
Macro
Members Public

Time to be Contrarian?

Given where consensus stands currently, what are the options for investors?

Roger Hirst
Macro
Members Public

Yen Weakness, Why It Matters, and Recession Risks

We cover the latest developments around the Japanese Yen, and dissect its implication for Asia and the rest of the World.

Roger Hirst
Macro
Members Public

Recession Risk Indicator: Yield Curve or Inflation?

Should we look at the yield curve or at inflation levels to assess the real risk of a recession?

Roger Hirst
Macro
Members Public

The Case for Peak Hawkishness

What if we already reached peak hawkish sentiment?

Roger Hirst
Macro
Members Public

The US Dollar in 2022: Cautiously Bullish

We look at what the USD did in 2021 and make the case for 2022.

Roger Hirst
Macro
Members Public

Repricing of Rates, VAR Shocks, and the Dollar

How can monetary policy help solve the problem of higher input prices? It can't.