Category: Podcasts

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.

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.

Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital. They talk about the journey, lessons learned, surprises, and their business principles and motivations.