What We Talk About When We Talk About Macro

Episode 004 | What We Talk About When We Talk About Macro - In this important 40-minute chat, Neil Rose and Arthur Mallet talk about all things macro and macro-investing. The two address important concepts shaping Regency Capital's approach to investing, the advantages and pitfalls of macro, and the evolution of Neil's macro education.Also discussed in this episode:The rise of ESG investingBubbles and absurdities in today's marketInflationThe biggest macro question of allCurrent investment strategyThanks for listening!