Podcast - E1: The Rational Investor

26/07/2021 48 min

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Episode Synopsis

In this podcast I have a wide-ranging discussion with HYCM’s Chief Currency Analyst Giles Coghlan about the stock market, the macro-economic outlook and a whole lot of other topics to do with the global economy and what impacts it is likely to have on an investment portfolio in the near future. Giles is a deep thinker who brings a philosophical worldview to economic analysis in a compelling and meaningful way. He’s also a regular talking head on Bloomberg and CNBC. Giles’ greatest gift is translating complex economic events and concepts into everyday language which makes discussion with him both engaging and fun. We recorded this discussion in video originally but it works just as effectively in audio (if not more so). You can find Giles’ profile at HYCM’s website here. Get full access to HarLot at harlotintelligence.substack.com/subscribe

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