AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Macro Mondays #67 - How to position for the cutting season?
Macro Mondays
Navigating Macro Regimes and Investment Trends
This chapter focuses on applying macro regime models to different geographies, including the Eurozone and China, with an emphasis on trends in liquidity, inflation, and growth. It explores fixed income asset valuation and the importance of daily trend analysis in influencing investment decisions.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode