Category: Podcasts
Investment Update – Why This Year Is a Win
Neil Rose explains why this year's (modest) losses are a small price to pay for a future with much higher income generation and lower longer term risks.
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What We Talk About When We Talk About Macro

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.
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Five Things They Don’t Tell You About Inflation

After nearly 40 years of benign inflation, markets have long since written off inflation as a material risk. In fact, policymakers have been so successful at suppressing inflation, many investors and almost all economists only worry about deflation.
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