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 Regency Capital Management

Neil Rose, CFA

 

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