Happy Friday!
We send you this important 40-minute chat where Arthur Mallet and I discuss all things macro and macro-investing. We address important concepts shaping Regency Capital’s approach to investing, the advantages and pitfalls of macro, and the evolution of my macro education.
Also discussed in this episode:
- The rise of ESG investing
- Bubbles and absurdities in today’s market
- Inflation
- The biggest macro question of all
- Current investment strategy
Regency Capital’s podcasts can also be found through Apple Podcasts and Spotify.
Have a great weekend!
Neil Rose, CFA
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It should not be assumed that any of the securities transactions or holdings discussed was or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein.
