Whitney Baker

Whitney Baker, founder of Totem Macro and a former leader at Bridgewater Associates and Soros Fund Management, joins the discussion on the shifting macroeconomic landscape. She highlights the end of the 'buy the dip' strategy and the unique challenges facing the U.S. economy as bubbles burst. Whitney also explores opportunities in emerging markets, the impact of tariffs and AI on growth, and the 'Triple Yasu' phenomenon. Notably, she advocates for including gold in investment portfolios as protection against currency devaluation and economic uncertainty.

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.