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Listen "The Macro Investor: "no one ever wins from war - except my portfolio“"
Episode Synopsis
In this episode, Spencer Hakimian from Tulu Capital and Pascal Hügli discusse the current geopolitical tensions, particularly in the Middle East, and their implications for global markets. He shares insights on investment strategies in uncertain times, the macroeconomic landscape in the US, and the roles of gold and Bitcoin as safe-haven assets. The conversation also touches on the economic situations in Japan and China, and how current easing cycles differ from past experiences.Timestamps:00:00 Introduction to Spencer Hakimian and Tulu Capital01:57 Israel vs Iran: Geopolitical Tensions and Market Reactions08:05 Investment Strategies Amidst Global Uncertainty13:42 Current Macro Economic Landscape in the US19:20 The Role of Gold and Bitcoin in Today's Economy27:31 How to trade Japan and China40:31 Comparing Current Easing Cycles to Past ExperiencesFollow Spencer Hakimian:Twitter - https://x.com/SpencerHakimianFollow me:Twitter - https://x.com/pahuegNostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8Thank you for subscribing to our channel! We’re excited to have you with us!#macrohedgefund #geopoliticaltensions #investmentstrategies #gold #Bitcoin #US #economy #Japan #China #easingcycles #macro #war #israel #iran #investing
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