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Eric Jaffe
CEO of BCA Research, the world's largest independent provider of macro investment research. He previously held leadership positions at GLG and served as a foreign affairs specialist in the U.S. Department of Defense.
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Aug 12, 2025
• 1h 3min
Eric Jaffe: The Secret Macro Insight That Gives Investors An Edge
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Eric Jaffe, CEO of BCA Research, shares his fascinating journey from the Pentagon to the forefront of investment research. He delves into BCA's anti-consensus approach and how it empowers investors to strengthen their convictions. Jaffe discusses the lasting impact of macro volatility and geopolitics on investment strategies and the careful integration of AI in research. He also emphasizes the need for robust internal debates to foster leadership and encourages young professionals to remain humble and curious while navigating the complexities of finance.
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