In episode 387, we welcome our guest, Whitney Baker, founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique.
In today’s episode, Whitney shares her flows based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund. She says we’re experiencing a cyclical and secular regime change that the market has yet to adjust to.
Then Whitney shares why she believes the US is in an once-in-a-lifetime bubble…and at the same time have a once-in-a-generation value opportunity in broad sections of EM. We touch on the implications of this for both foreign and domestic markets and hear where she sees opportunity.
Whitney shared one of her recent research pieces which are normally only for a select number of the world’s most sophisticated investors, so be sure to check it out here. It – is – fire.
For detailed show notes, click here
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.
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