MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
Macro Voices
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The Biggest Challenge for Portfolio Managers
The price of just about everything could go dramatically up or dramatically down. In that situation, you want to use strategies like trend following to try to figure out what is the right price. If I can get 4% or 5% from a US treasury bond, then suddenly I need to actually much more critically evaluate any other expenditure that I make. The 1970s were largely about massive population growth throughout the world. We saw an incredible amount of growth amongst those who were recently graduating from school and wanted to enter economy.
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