The Macro Investor: "no one ever wins from war

What this episode covers

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 Capital 01:57 Israel vs Iran: Geopolitical Tensions and Market Reactions 08:05 Investment Strategies Amidst Global Uncertainty 13:42 Current Macro Economic Landscape in the US 19:20 The Role of Gold and Bitcoin in Today's Economy 27:31 How to trade Japan and China 40:31 Comparing Current Easing Cycles to Past Experiences Follow Spencer Hakimian: Twitter - https://x.com/SpencerHakimian Follow me: Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 Thank 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 Support the show

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How long is this episode of Less Noise, More Signal?

This episode is 49 minutes long.

When was this Less Noise, More Signal episode published?

This episode was published on October 10, 2024.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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