Ken Tropin

Chairman and founder of Graham Capital Management, a macro-focused alternative investment manager; longtime macro investor with prior leadership roles at John W. Henry & Company and Dean Witter Reynolds.

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Dec 12, 2025 • 29min

Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade

In this conversation, Ken Tropin, Chairman of Graham Capital Management, shares his insights as a veteran macro investor. He emphasizes the need for a conservative investment philosophy while adapting to the rise of AI and quantitative strategies. Ken highlights the U.S. term premium as a key underpriced trade amidst concerns about deficits. He discusses global central bank divergence, geopolitical risks, and the importance of disciplined talent recruitment. Additionally, he offers career advice for young professionals navigating an evolving landscape.

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