Monthly Musings

I'm starting a monthly series where I share interesting things I've come across (articles, podcasts, reports, recent travels, etc.) with brief summaries for your reading pleasure. Articles I'm reading Dan Wang (of Gavekal fame) was interviewed by Noah Smith in this piece and it's a very astute take of today's China. Source: Noahpinion Dan is … Continue reading Monthly Musings →

‘Less about fundamentals, more about risk management’ ~ podcast with Mark Dow

I follow a couple of macro investors out there and Mark Dow of 'Behavioral Macro' is worth following. Dow was an economist with various stints in Wall Street institutions and even the International Monetary Fund (IMF). He currently manages a family office based out in Southern California. Futures Radio Show interviewed Dow at the beginning … Continue reading ‘Less about fundamentals, more about risk management’ ~ podcast with Mark Dow →