PFI Monthly - January Edition

PFI Monthly - January Edition

Dear professionals,

welcome to the new edition of our PFI newsletter! In January issue, we have prepared for you:

  • PFI Monthly research report including an interview with Jonas Kotyza
  • PFI Scholarship applications
  • January episodes of PFI Macro Anchor


New edition of PFI Monthly Research report!

We are thrilled to share with the new edition of PFI Monthly - January edition full of engaging content from our analysts Michal Stupavsky, CFA, Tomá? Pfeiler, CFA, Ondrej Konak, Martin Bosák, Peter ?ulan, Diana Hricisakova, Michal Mesík, PMP, Adrián Pále?, Lukas Stieber, Andre Chelhot, CFA, Radek Jirk?, Martin Skákala, Luká? Baloga, Adam Friedl, Matej Kumstyr , ?těpán Pírko , Tamara Lorencová , Jana Prilucikova, PhD , Vojtěch ?ikl and Ilona ?vihlíková .

In today's PFI Monthly you can find:

  • Global Macro and Trade: Analysis of global macroeconomic trends, US trade and tariffs, Impact of trade wars and bond vigilantes on equities
  • Czech Economy and M&A Market: Stagnation of the Czech economy, Key local M&A deals, Local investors acquiring premium properties
  • Finance and Investments: Potential mean-reversion of S&P 500 earnings, Arguments against Bitcoin in central bank reserves, Major global M&A deals, Private equity investment strategies, Impact of rising bond yields on commercial real estate recovery
  • Behavioral Finance: Hidden value in financial decisions

In addition to valuable articles, you will also find an interview Jonas Kotyza , Founder & Chairman of the Board, Prague Finance Institute .

Click here to open the newsletter.


Applications for PFI Scholarship are open!

Are you (or someone you know) studying economics and finance and dreaming of studying at a university abroad?

Thanks to the PFI Scholarship, you can receive financial support for your studies! Vojtěch ?ikl , the first PFI Scholarship holder, is currently studying at 英国伦敦政治经济学院 .

Apply now and take the next step towards an exciting academic journey!

Send your CV, a motivational letter or video, a financial plan for your studies and your academic results to [email protected] by 31 March 2025!

Read more about the PFI Scholarship and its terms and conditions here.


January episodes of PFI Macro Anchor Podcast

The January guests of the PFI Macro Anchor Podcast were Marc Chandler and Marc Faber .

Marc C. Chandler, Managing Director and Chief Market Strategist Bannockburn Capital Markets is one of the most widely respected and quoted currency expert.

Marc C. Chandler has been making sense of the global capital markets for more than 30 years. As a keen observer of the interconnection of international politics and economics, Marc appears daily in the financial press – CNBC, CNBC Asia, FOX Business, Bloomberg TV and Radio, Barron’s, The Financial Times, The Washington Post, and more – where he provides his colorful take on the day’s global financial and economic news. Throughout his career on Wall Street, Chandler has advised private businesses, hedge funds and asset managers on navigating the foreign exchange market, and most recently joined Bannockburn Global Forex, LLC in their New York City office.

The episode is available on: YouTube?and?Spotify.?

Dr. Marc Faber, a Swiss investor known for publishing the monthly investment newsletter The Gloom Boom & Doom Report and is the director of Marc Faber Ltd, an investment advisor and fund manager.

Dr. Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr. Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd.

In June 1990, he set up his own business, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities. He is also the author of several books including “TOMORROW’S GOLD – Asia’s Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “TOMORROW’S GOLD” was for several weeks on Amazon’s best seller list and has been translated into Japanese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A regular speaker at various investment seminars, Dr Faber is well known for his “contrarian” investment approach.

The episode is available on: YouTube?and?Spotify.?


We would also like to warmly thank partners of the Prague Finance Institute: CERGE-EI, Deník e15, KPMG Czech Republic, Conseq Investment Management, a.s., Oriens, PPF Group, TARPAN Partners, BHM group, RSJ Investments, ARETE, X Production s.r.o. and House of Julius Meinl Limited . Without them our activities would not be possible.


Best wishes,

Prague Finance Institute

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