Macro Matters

Millennium Global's podcast, Macro Matters, discusses a range of topics relating to foreign exchange and investment currency management. IMPORTANT DISCLAIMERS: The views and opinions expressed in this content are those of the speakers and do not necessarily represent the opinions of Millennium Global or any of the funds/accounts it manages or any of its Portfolio Managers. This information is intended for Professional Clients only. Millennium Global does not target retail clients. This information does not constitute an offer to buy or a solicitation of an offer to sell and does not constitute an offer or solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. For further information please see Important Disclaimers on: https://investments.millenniumglobal.com/millennium-global-marketing-disclaimers

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Jaksot(12)

Is FX carry back from the dead?

In this episode of the Macro Matters podcast by Millennium Global, Mark Astley, Co-CEO of Millennium Global Investments, argues the case for FX Carry, explains how to avoid common pitfalls, and provid...

13 Syys 202214min

The Future of China, Systemic Inflation Risks and Currency Consequences

03:37: Where do you see China geo-strategically, and is that relationship with Russia sustainable? And how do you think China affects geopolitics over the next five or ten years?07:48: It's often been...

29 Heinä 202242min

Q3 2022 Global Currency & Macroeconomic Outlook Highlights

In this episode of the Macro Matters podcast by Millennium Global, we share our Q3 2022 Global Currency & Macroeconomic Outlook. Our Lead Economist, Piya Sachdeva and Analyst, Eve Danbury discuss the ...

15 Heinä 202223min

USD at a 20 Year High: The Impact for US Investors

A discussion on the recent significant strength of the US dollar, potential problems it creates for US investors, how to think about addressing those problems, and the outlook for the US dollar from h...

17 Touko 202217min