Ep 39: Macro Investing

Update: 2022-06-05

Description

I talked with Mayank Seksaria of Liberty Mutual Investments about investing on macroeconomic views. We talked about

Translating macro views into investing allocations

A bottom up view of the macroeconomy

Evaluating macro talent

Why does institutional research cost so much?

Comments

In Channel

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Ep 52: Tyler Cowen on Singapore, AI and Economic Growth

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Ep 46: Growth teams with Kartik Akileswaran

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Ep 42: Parliamentarism

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Ep 41: Libertarianism and podcasting with Amit Varma

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Ep 40: Progress Studies

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Ep 39: Macro Investing

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Ep 37: Australia: A Mine with a Parliament?

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#box-pro-ellipsis-175982311484525{-webkit-line-clamp:2;}Ep 39: Macro Investing

Ep 39: Macro Investing

Pradyumna Prasad

Ep 39: Macro Investing