The totalconvexity’s Podcast
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The totalconvexity’s Podcast is a business podcast hosted by total convexity. It has 14 episodes, with the latest published June 2024.
Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
business ·en ·14 episodes
A secular shift - the end of US exceptionalism
The three horseman of the capital market
A Discussion on Tariffs
A Discussion on US Election
A Discussion on Latin America
A Discussion on Mexico
Japanese Yen and Why You Should Pay Attention
An update on Market Outlook
Geopolitics, Does It Matter?
Episode 8 - Market outlook on year 2024
A Discussion on the Correlation Between Stocks and Bonds
Total Convexity Episode 6. An Update on Liquidity
Total Convexity Episode 5 - A Discussion on Fiscal and Monetary Policies
Episode 4 - A Discussion on Gold
Total Convexity Episode 3. A discussion on US dollar
Total Convexity Episode 2 - Interest rates and UST
Total Convexity Episode 1 -Develop robust investment framework
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