#70 Jim Welsh, Investment Analyst and author of Macro Tides episode artwork

EPISODE · Dec 7, 2018 · 27 MIN

#70 Jim Welsh, Investment Analyst and author of Macro Tides

from The Big Idea

Michael Anderson speaks with Jim Welsh about his investment newsletter Macro Tides and Weekly Technical Review. Jim Welsh, Investment Analyst and author of Macro Tides What are the details with how and when recessions hit equity markets? What is it that many people miss when looking at the stock market?  How does emotion get involved with investors, specifically Fear and Greed?  Jim has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for a major wire-house, and has been widely interviewed and published in financial media. Jim was Forward Funds ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes. Jim’s investment approach is more holistic than most economists and financial advisors who rely almost exclusively on fundamental analysis. Jim’s analysis includes a heavy focus on Monetary policy, traditional Economic analysis, a broad array of Technical momentum indicators including his proprietary Major Trend Indicator, Contrary Opinion including numerous Sentiment measures for various markets, Positioning in the primary futures markets, and basic Charting analysis to quantify the trends in the Dollar and Euro, Treasury bonds, Gold and Gold stocks, Emerging Markets, and U.S stocks. Learn more by contacting Jim Welsh via email or online: [email protected]  Twitter: @JimWelshMacro Subscribe to PodcastApple PodcastsAndroidby EmailRSS

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#70 Jim Welsh, Investment Analyst and author of Macro Tides

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Michael Anderson speaks with Jim Welsh about his investment newsletter Macro Tides and Weekly Technical Review. Jim Welsh, Investment Analyst and author of Macro Tides What are the details with how and when recessions hit equity markets? What is it...

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