Jim Boulden: I love to hear macro people talk about things because I love the process of trying to figure out the big sweep. In January, we saw the Lancet article, all of us in the markets. And there was this debate about what's going on. The conclusion I kept coming to you is the market is seemingly willing to brush this off as long as it believes that it's a China-only story or an East Asia-only story. What I thought was the most significant factor was going to be international spread. That was kind of our signal.
In this episode of Infinite Loops we spoke with Naufal Sanaullah, Chief Macro Strategist at EIA All Weather Alpha Partners. In this wide-ranging discussion we cover:
- How Naufal navigated markets at the start of COVID-19.
- Leveraging Twitter for mentorship
- The Momentum Factor and Goldman’s Baskets
- Positive and negative impacts of the internet
- Naufal’s charitable work
- And much more.