Whitney Baker

Delve into macro investing with expert Whitney Baker as she traces economic history from the 1970s to today. Explore the impact of deficit spending, China's entry into the US bond market, and the dot com bubble. Learn how inflation and the Federal Reserve's actions shape the economy, and how technological progress can drive us forward despite challenges.

Whitney Baker discusses the impact of money expansion on asset prices, the Fed's challenge balancing inflation concerns, and emerging market opportunities. She talks about attractive valuations, her view on launching a new fund, and the role of gold as an inflation hedge. Whitney shares controversial viewpoints and explores historical resources for investing.

Today’s returning guest is Whitney Baker, founder of Totem Macro and previously worked at shops like Bridgewater and Soros.If you missed her first episode back in January 2022, feel free to pause this & listen to that first – it was one of our most talked about episodes of the year.In today’s episode, Whitney shares where she sees opportunity in at a time when, as she says, “we’re going from “risk-on cubed” to “risk-off cubed”, starting from some of the highest valuations in history.”She touches on why she believes inflation is here to stay, the opportunity she sees today in emerging markets, and the dangers of using heuristics learned since 2008 to analyze the current market environment.   -----Follow Meb on Twitter, LinkedIn and YouTubeFor detailed show notes, click hereTo learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com-----Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here.-----Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com-----Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. -----Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices