Bathe Yourself In Indifference (guest: Marko Papic)
The Market Huddle
00:00
Becoming an Expert and the Importance of Conviction in Macro Investing
This chapter emphasizes the need to gain deep knowledge and expertise in a specific domain before analyzing macro trends. The speaker discusses their journey from being an expert in European politics to becoming a macro strategist and highlights the significance of conviction in macro investing.
Play episode from 01:17:11
Transcript
