James Aitken – Opportunities and Risks from Monetary Policy (EP.326)

James Aitken – Opportunities and Risks from Monetary Policy (EP.326)

James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with one hundred of the most influential pools of capital in the world. James has been a repeat guest on the show. Our very first conversation five years ago including his background and process, and the most recent one last year are replayed in the feed. If you search on the podcast page at capitalallocators.com, you can find the rest of his appearances.
Our conversation this time around covers the precarious set-up from fiscal and monetary policy. We turn to attractive opportunities arising from it in the U.S. industrial complex, Japan, and the UK, and risks on the horizon from volatility targeting, unprofitable businesses, illiquid exposures, and the absence of governments willing to embrace pain. We close with James' thoughts on his home country of Australia and, for the first time, how he is making his research more broadly available.

For full show notes, visit the episode webpage here.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(809)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)

Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. Michelle joined NYU two years ago, after fourteen years as an allocator at Partners Capit...

27 Heinä 0s

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)

Our next guest on the Senior Decision Makers series is Luis Laboy, Director of Public Equity at the Hewlett Foundation, where he's spent the last decade running the public equity book alongside CIO An...

20 Heinä 47min

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)

Frank Danieli is Head of Global Credit Solutions at MA Financial Group, an ASX-listed alternative asset manager that oversees A$15 billion ($10 billion) across a broad range of private credit and lend...

16 Heinä 52min

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...

13 Heinä 54min

WTT: 5.5 Lessons at 55.5

WTT: 5.5 Lessons at 55.5

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here.   Editing and po...

10 Heinä 8min

Moat Investing Nuances – Pat Dorsey (EP.509)

Moat Investing Nuances – Pat Dorsey (EP.509)

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...

6 Heinä 1h 7min

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...

29 Kesä 58min

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

22 Kesä 47min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-perho-rajoilla
rss-inderes
rss-rahapodi
rss-rahataito-podcast
herrasmieshakkerit
rss-oivalluksia-rahasta-elamasta
rss-10x-finland
rss-karon-grilli
rss-40-ajatusta-aanesta
rahapuhetta
kasvun-kipuja
sijoituspodi
rss-uppoava-vn-laiva
rss-duunipodi
rss-laiskan-yrittajan-markkinointi-podcast
rss-ma