The Macro Investor: "no one ever wins from war - except my portfolio“

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