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Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly 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.
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A Macro Trader Playbook with Jim Leitner
Manage episode 363915832 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly 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.
How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and China? How does he manage risks, correlations and how does he go about finding new trade ideas and implementing them? Jim Leitner is one of the great long-standing macro investors of our time and he joins Alf on The Macro Trading Floor to answer these questions. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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Manage episode 363915832 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly 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.
How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and China? How does he manage risks, correlations and how does he go about finding new trade ideas and implementing them? Jim Leitner is one of the great long-standing macro investors of our time and he joins Alf on The Macro Trading Floor to answer these questions. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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