macro investing

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 21, 2024 by Whitney Baker · across every show →

Everything said about macro investing, oldest first

Mar 21, 2024 bullish
Insight
Baker: Central Bank Constraints Will Reopen Massive Opportunities for Alpha Macro Strategies
“Macro has been a challenged environment for 10 years because volatility has been suppressed by the central banks. They smooth everything out. They've printed a bunch of money, created a lot of dislocations. So if they're not able to do that anymore because the…”
Whitney Baker Mar 21, 2024 ▶ 37:55 Ep 82: Rising Inflation? Looming Recession? The State of the Economy with Whitney Baker · Joe Lonsdale
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