Jim Reid
Head of Macro and Thematic Research at Deutsche Bank, featured to discuss the bank's long-term asset return study and perspectives on valuations, cash and portfolio construction.
Best podcasts with Jim Reid
Ranked by the Snipd community
26 snips
Nov 17, 2025 • 41min
Jim Reid on Why Cash Is the Riskiest Investment of All
Jim Reid, Head of Macro and Thematic Research at Deutsche Bank, shares insights on why holding cash can be the riskiest long-term investment. He highlights that inflation and historical negative returns on cash often make equities a better choice. The discussion touches on the significance of starting valuations for predicting long-term returns, gold's performance amid inflation, and the potential impact of AI on productivity and markets. Reid also warns about the sustainability of developed-market debt and emphasizes the importance of buying low to maximize returns.
12 snips
Oct 31, 2025 • 27min
Tesla’s Monster Musk Incentive. Plus, Deutsche Bank’s Jim Reid on Stocks
Jim Reid, Global Head of Macro at Deutsche Bank and author on long-term investing, joins to discuss Tesla's ambitious future and Musk’s controversial pay package. They explore the implications of AI on productivity and market valuations, emphasizing the importance of historical returns in guiding current investment strategies. Jim advocates for emerging markets with stronger demographics and discusses gold as an inflation hedge versus equities. A thought-provoking dialogue that blends finance with future technology!
