Is The Fed On The Precipice Of Another Major Policy Mistake? Darius recently hosted Unlimited Funds CEO Bob Elliott on this month’s 42 Macro Pro to Pro, where they unpacked the Fed’s asymmetrically dovish reaction function, the impact of the work-from-home phenomenon, their systematic approaches to investing, and more. If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: https://lnkd.in/dBpzSRfH
42 Macro LLC
研究服务
Santa Monica,CA 738 位关注者
Transform your portfolio and make more informed investment decisions with 42 Macro's institutional-quality research.
关于我们
42 Macro is an online investment research provider that specializes in macro risk management through the dual lens of asset allocation and portfolio construction. Our mission is to provide institutional-quality investment analysis and education to individual and institutional investors around the world. We are committed to delivering unbiased, actionable insights that help our clients build better portfolios and make more informed investment decisions. Our mission is to provide unbiased, actionable insights that help our clients build smarter portfolios and make more informed investment decisions.
- 网站
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https://42macro.com/
42 Macro LLC的外部链接
- 所属行业
- 研究服务
- 规模
- 2-10 人
- 总部
- Santa Monica,CA
- 类型
- 个体经营
- 创立
- 2021
- 领域
- Asset Allocation、Portfolio Construction、Macroeconomic Cycles和Policy Impulses
地点
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主要
US,CA,Santa Monica,90405
42 Macro LLC员工
动态
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My conversation with our friend David Hay on the Haymaker Webinar is now live. We discussed why investors should consider gold instead of treasury bonds In 60/40 And 70/30 portfolios. You can watch it here: https://lnkd.in/e7weYm6N
Media - 42 Macro
https://42macro.com
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My conversation with our friend Maria Bartiromo on Fox Business Network is now live. We discussed our outlook on asset markets, the risk-on Market Regime, President-elect Trump's cabinet selections, and more. You can watch it here: https://lnkd.in/e7weYm6N
Media - 42 Macro
https://42macro.com
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My recent conversation with our friend Paul B. on Paul Barron Network is now live. You can watch it here: https://lnkd.in/e7weYm6N We discussed the outlook for Bitcoin, the Fed, the outlook for asset markets, risks to the current bull market, and more.
Media - 42 Macro
https://42macro.com
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My recent conversation with Unlimited Funds CEO Bob Elliott on this month’s 42 Macro Pro to Pro is now live. We discussed the Fed's asymmetrically dovish reaction function, labor market dynamics, the outlook for asset markets, and more. You can watch it here: https://lnkd.in/ezes-FCt
Media - 42 Macro
https://42macro.com
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Will AI Replace Humans In Investing? Darius recently hosted Quail Technologies CEO Andrew Fischer on this month’s 42 Macro Pro to Pro, where they took a deep dive into AI’s future impact on the financial services industry. If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: https://lnkd.in/e8GHWjsc
Will AI Replace Humans In Investing?? - 42 Macro
https://42macro.com