

Ken Tropin on How to Run a Successful Macro Hedge Fund
Apr 21, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Origins of Graham Capital
02:05 • 3min
Graham's Career in Finance
04:51 • 3min
How to Define a Macro Strategy
08:10 • 2min
The Diversification of Macro Investing
10:02 • 4min
The Future of Inflation
14:14 • 2min
The Future of Asset Allocation
15:55 • 3min
What Gives a Macro Fund an Edge?
18:27 • 4min
The Importance of Diversification in the Investment Process
22:13 • 3min
The Psychology of the Investor
24:49 • 4min
The US's Economic Potential
28:37 • 2min
Advice for Budding Macro Traders and Macro Support Failure Managers
30:20 • 2min
How to Attract Talent in Your Firm
32:07 • 2min
How to Be a Successful Portfolio Manager Trader
34:02 • 3min