Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

Thematic Investors
13/05/2024 46 min
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

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Episode Synopsis

Legendary basketball coach Pat Riley was once quoted as saying, “Keep the main thing, the main thing”, which is a great tip for anyone wishing to enter the field of macro investing on the global stage. Everyone has similar data but the secret is how you interpret that intelligence in terms of risk, economic indicators, …

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