Tag: macro investing

With the Strait of Hormuz effectively shut down and oil prices up 50%, Regency Capital outlines the investment case for energy, fertilizer, and inflation-protected assets.

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.