The Macro Investor: "no one ever wins from war - except my portfolio“

In this episode, Spencer Hakimian from Tulu Capital and Pascal Hügli discusse the current geopolitical tensions, particularly in the Middle East, and their implications for global markets. He shares insights on investment strategies in uncertain times, the macroeconomic landscape in the US, and the roles of gold and Bitcoin as safe-haven assets. The conversation also touches on the economic situations in Japan and China, and how current easing cycles differ from past experiences.

Timestamps:

00:00 Introduction to Spencer Hakimian and Tulu Capital
01:57 Israel vs Iran: Geopolitical Tensions and Market Reactions
08:05 Investment Strategies Amidst Global Uncertainty
13:42 Current Macro Economic Landscape in the US
19:20 The Role of Gold and Bitcoin in Today's Economy
27:31 How to trade Japan and China
40:31 Comparing Current Easing Cycles to Past Experiences

Follow Spencer Hakimian:
Twitter - https://x.com/SpencerHakimian

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Twitter - https://x.com/pahueg
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