Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
May 13 2024
Length: 47 mins
Podcast

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Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

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Summary
Legendary basketball coach Pat Riley was once quoted as saying, “Keep the main thing, the main thing”, which is a great tip for anyone wishing to enter the field of macro investing on the global stage. Everyone has similar data but the secret is how you interpret that intelligence in terms of risk, economic indicators, …
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