Brent is the founder of Santiago Capital, and well known for his ideas around the Dollar Milkshake Theory. Here he discusses Japan, emerging markets, what the Fed is…
Brian Romanchuk is a consultant, author and blogger, and writes at bondeconomics.com where he writes about central banks, monetary policy, bonds and more! In this interview he discusses…
Ben Emons is Managing Director and Macro Strategist at Medley Global – one of the largest macro research firms in the world. Here he describes whether we’re entering…
Tom Roderick is a portfolio manager at Trium Capital. Before that, he was partner at Eclectica Asset Management and he talks about how he went from theoretical physics…
Russell Clark was the founder and manager of Russell Clark Investments, and now writes at russell-clark.com. Here he discusses how minimum wage laws have changed over time, how…
Brent Donnelly is President at Spectra Markets and writes am/FX – a daily newsletter dedicated to currency markets. Here he discusses his views on the macroeconomy, how he’s…
Shrubbery Capital is presently the CIO and founder of a hedge fun – here he discusses the bullish case for commodities, stagflation, and how cash serves as a…
Josh Wolfe is the co-founder of Lux Capital, a $4B venture capital firm. Here he discusses some of the biggest advances made in precision manufacturing, science, biotech, AI…
Andy is the former CIO of a hedge fund, and has a pedigree with some of the biggest hedge funds on Wall Street. Here he discusses the Fed…
Jeff Snider is Head of Global Research at Alhambra Investments. Here he discusses analyzing the Eurodollar futures curve as a probability distribution, what different yield curves are telling…