MacroESG Investment & Trading Philosophy
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Bet big on policy changes that ignite paradigm shifts. The best ideas are clear wins based on clear incentives to people in power: The less obvious, the better. Trade the spread between policy change and emotionalism. Betting on policy change is a lot more predictable than emotionalism: Determines risk-reward. Analyze the drivers of global power dynamics. Markets, politics, and technology for a sustainable future: Try to understand the Deep Game. www.macroesg.com #macroesg @gregbeier --- Send in a voice message: https://anchor.fm/macro-esg/message
More Episodes
I had a chance conversation with a Ukrainian scientist today, with whom I shared my reasoning as to why the Ukrainian war is being fought and how it can be resolved. My views are unconventional and quite contrary to the prevailing winds, but as she liked them so much, and as they may be helpful...
Published 03/19/22
The Australian government initiated a strict two-week lockdown in Sydney this week and its news service laid bare the significant risks of the Delta Variant, implying a much higher risk than is being made clear by governments in Western Europe or the US. We believe the Australian report to be...
Published 06/30/21