Mike Singleton - Add A Little Bit of Macro

Mike Singleton - Add A Little Bit of Macro

In our latest podcast episode, we dive deep into the world of macro investing with Mike Singleton, senior analyst and founder of Invictus Research. This episode explains how an investment strategy be enhanced by understanding the bigger economic picture. Mike worked at prominent investment firms like Broad Run Investment Management, Main Street Capital, and T. Rowe Price. He shares his journey from focusing on individual companies to understanding the broader macroeconomic forces that drive market performance. This shift in perspective led him to establish Invictus Research, where he now provides macroeconomic research to both institutional and retail clients.


This interview was recorded before Joe Biden withdrew as the Democratic candidate, but the facts remain the same.


Here's a link to the blog post: https://www.stocksforbeginners.net/blog/mike-singleton


Portfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.


Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy for more information.

Episoder(240)

WEEKEND WATCHLIST - Markel, Boring but Beautiful

WEEKEND WATCHLIST - Markel, Boring but Beautiful

I'm pleased to present this episode with Steve Symington from 7investing. There's lots of great stuff for beginners to learn in valuing a business. We're talking about Markel Corporation NYSE:MKL. Ste...

12 Feb 202220min

Anthony Trzeciak - Dialect

Anthony Trzeciak - Dialect

Tony Trzeciak is a combat paralyzed veteran who served in The Marines from 2008 through 2012. He continues to use the leadership skills gained from the Marine’s as an advocate for active members and i...

7 Feb 202229min

WEEKEND WATCHLIST - Fiverr

WEEKEND WATCHLIST - Fiverr

I'm joined by Luke Hallard from 7investing to talk about the work from anywhere megatrend and, in particularly, Fiverr International NYSE:FVRR. Fiverr International Ltd. operates an online marketplace...

4 Feb 202220min

Doug Morris - Tracking to Win

Doug Morris - Tracking to Win

I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you ...

31 Jan 202233min

WEEKEND WATCHLIST - Cybersecurity

WEEKEND WATCHLIST - Cybersecurity

I'm joined by Anirban Mahanti from 7investing to talk about cybersecurity and in particular Zscaler, Inc (Nasdaq GS:ZS). The company provides Zscaler Internet Access solution that provides users, serv...

29 Jan 202214min

Mariusz Skonieczny - Microcap Explosions

Mariusz Skonieczny - Microcap Explosions

"All companies, big and small, have something in common - when they were born, they were small. Amazon, Apple, Microsoft, Harley Davidson, and even Nike all started in a garage." MARIUSZ SKONIECZNY is...

24 Jan 202229min

WEEKEND WATCHLIST - Synthetic Biology

WEEKEND WATCHLIST - Synthetic Biology

Synthetic biology isn’t an industry. It’s a way of thinking. It’s about applying engineering principles to biology to create living products and services with predictable functions. I was joined by Ma...

21 Jan 202217min

Lawrence Carrel - Crystal-balling 2022

Lawrence Carrel - Crystal-balling 2022

Cannabis, astrology, mergers and acquisitions, and what does an Investment Bank actually do? Always good to catch up with Lawrence to gaze into the crystal ball and look forward to 2022. Here’s the li...

18 Jan 202226min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
rss-markedspuls-2
lederpodden
pengesnakk
rss-pa-konto
liberal-halvtime
rss-fa-makro
rss-investering-gjort-enkelt
boligbobla