#14: Erik Townsend on Living The Macro Dream
Superinvestors and the Art of Worldly Wisdom
The Four Seasons of Global Macro
Global macro is really your passion, Eric. What are some of the larger themes that you're looking at these days? Well, everything for me starts with being as big picture as I can get and understanding where we are in the story of world history. Neil Howe's work in the book, The Fourth Turning, which started with Nikolai Kondradiev, a Russian economist who did the work on longwave business cycles. So it basically is this idea that history comes in seasons that don't repeat but they rhyme.
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