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Ep 39: Macro Investing
MP3•Episode home
Manage episode 330748914 series 2981859
Content provided by Pradyumna Prasad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pradyumna Prasad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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?
57 episodes
MP3•Episode home
Manage episode 330748914 series 2981859
Content provided by Pradyumna Prasad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pradyumna Prasad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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?
57 episodes
All episodes
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