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macro investing

4 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 13, 2020 by Adam Fisher · across every show →

Everything said about macro investing, oldest first

Jul 13, 2020
Insight
Fisher: Interest rates are the Rosetta Stone of global macro investing
“And the Rosetta Stone of macro investing is interest rates. It is the Rosetta Stone. It is the security or set of securities that really radiates out to every other security in the world.”
Adam Fisher Jul 13, 2020 ▶ 48:55 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Jul 13, 2020
Insight
Fisher: Macro investing lacks traditional Graham-Dodd value anchors
“Macro is probably the one trading style or investing style that generally doesn't have a very good value anchor, at least as it relates to sort of Business school, one-on-one Graham Dodd value style investing.”
Adam Fisher Jul 13, 2020 ▶ 36:33 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Jul 13, 2020
Insight
Fisher: Admitting you lack trade ideas is better than forcing them
“Just saying I don't have a good idea is arguably more important than saying you have a good idea. I think one of the problems in our industry, particularly in macro, is there's this just need, this almost driving need To constantly have a good idea.”
Adam Fisher Jul 13, 2020 ▶ 52:23 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Nov 24, 2025 positive
Insight
Kelly: Building Asset Managers is Less Competitive Than Stock Picking
“There are a lot of people fishing in that pond, but actually building asset management companies and managing them, there seemed to be nobody that sets out to do that. I thought maybe that is my career path. If I can do that, there are a few people fishing in …”
Mike Kelly Nov 24, 2025 ▶ 14:40 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
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