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
- The biggest macro question of all
- Current investment strategy
Have a great weekend!
Neil Rose, CFA
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