Finding your edge
The Global MacroPodcast
Weekly conversations with the strategists, PMs and economists actually moving capital.
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Podcast
Latest episodes
Oct 5, 2026
The Tale of Two Tails — Why Convexity Isn’t Insurance
The fastest F1 car isn't the one with the biggest engine. It's the one with the best brakes. Antoine Guillon on why convexity is less about insurance and more about the freedom to take risk.
Antoine Guillon
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May 10, 2026
The Fed Creates the Crises It Rescues Us From | James Athey, Fixed Income Fund Manager
The Fed as Arsonist and Fireman: A conversation with James Athey, Fixed Income Fund Manager
James Athey
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Apr 14, 2026
Mispricing Across Emerging Markets: Micro Themes vs Macro Reality
In conversation with Jim Hayes of Lucerna Capital, we talk about Emerging Markets, Macro Trends and some of the most compelling investment opportunities right now.
Jim Hayes
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All episodes
Written
Market analysis
AnalysisFeb 28, 2026
It Is Not What It Looks Like
Exploring the state of AI as of February 2026
AnalysisJan 25, 2026
Your Valuation Model is a Confession
DCF assumes institutional stability. Multiples trust the crowd. Asset-based valuation assumes both are wrong. SOTP trusts that complexity requires disaggregation. Market-implied reverse-engineers what the price believes.
AnalysisJan 21, 2026
From Capital to Power: Why Growth Models Fall Short
Economists spent decades explaining growth through capital, markets, and innovation, each theory capturing part of the truth. What stubbornly remained was divergence.
Why 1BasisPoint
One basis point is 0.01% small, but in the right context it moves markets.
The podcast
Each episode, one practitioner. Rates, FX, commodities, emerging markets, geopolitics — wherever their thinking takes us.
The analysis
Written research connecting central banks, geopolitics, and markets. Published between the conversations.