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Ep 82: Whitney Baker's Masterclass on Macro Investing & the State of the Economy

Joe Lonsdale: American Optimist

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Unleashing Totem: A Dive into Macro Investing

Exploring the inception of Totem as an advisory and fund in 2018, focusing on navigating extreme phenomena to unravel human behavior in macro and markets. Delving into the intricacies of macro investing, emphasizing historical, economic, and political understanding to identify market trends influenced by growth, inflation, and equity risk premiums. Reflecting on past experiences with influential figures like Thiel and Druckenmiller, shaping a systematic strategy centered on comprehending money, credit flows, and the universal principles of financial economies.

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