

Ep. 197: John Floyd on the Biggest Trades and Risks for 2024
Jan 5, 2024
John Floyd, former Head of Macro Strategies and Chairman/CIO of Floyd Plus Currency Fund, discusses finding asymmetric returns, dealing with losses, meta lessons from 2023, risks and differentiation between US and China, trades, personal investment advice, finding passion, embracing non-traditional sources, influential books on markets, and ways to stay connected.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
An Origin Story: From Motorcycle Adventures to Financial Journey
01:50 • 14min
Lessons Learned and Adaptive Strategies
15:22 • 7min
Risks and Differentiation Between US and China
21:53 • 18min
Trades, Views, and Personal Investment Advice
40:10 • 3min
Finding Passion, Embracing Non-traditional Sources, and Taking Time Off
43:03 • 2min
Influential Books on Markets, Knowledge, and Travel
44:42 • 2min
Ways to Stay Connected and Reach Out
46:22 • 2min