Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
Gavin Davis: A Career in Economics
02:33 • 4min
The Success of Goldman Sachs
06:12 • 3min
The Importance of Macroeconomics in Investing
09:14 • 4min
The BBC and the Future of Macro Investing
13:39 • 2min
The Future of the BBC
15:33 • 2min
The Future of Public Service Broadcasting
17:33 • 3min
The BBC's Content Accounting Is Down 70% in a Year
20:32 • 2min
The Future of the Financial Markets
22:51 • 3min
The Implications of Longevity for Pension Funds
26:15 • 2min
The Impact of the Fed Tightening on Private Equity
27:53 • 3min
The Importance of Economics in Private Equity
30:32 • 4min
The Role of Equity People in Macroeconomic Analysis
34:38 • 2min
The Importance of Time Horizons in Market Economics
37:06 • 3min
The Prime Ministerial Choice in the UK
39:48 • 2min
The Debt Doesn't Matter
41:20 • 2min
Russell Napier's View on Financial Repression
43:17 • 3min
The Difficult Environment for Macro
45:52 • 2min
The Rise of the Macro Hedge Fund
48:06 • 2min
The Importance of Analysis in Macro Investing
50:12 • 5min
In Defense of Democratic Capitalism Just Come Out
55:27 • 3min