#8 GREED & Fear

Behind the Balance Sheet

In this wide-ranging interview, recorded before Russia’s invasion of Ukraine, Chris Wood, Global Head of Equity Strategy at investment bank Jefferies, talks about his route to success, why he is bullish on energy stocks, some of his fun trades (long Ryanair, short Zoom), why he doesn’t use Zoom, how the pandemic has altered his approach and why his multi-million air miles account won’t get built up quite so much going forward. We cover the long-term outlook for the global economy, why the Fed has a straight jacket, and how the world will look in years to come as we move from a regime of falling rates. Spoiler - he doesn’t see a repeat of ‘20/21 in ‘22. Wood’s weekly GREED & Fear publication was a must-not-miss for me – so is this episode.

Full show notes here