In this episode, Max Shannon, our Host, President & Co-Founder of EUBW, interviews Callum Thomas about macroeconomics, the new debt paradigm, tapering, Evergrande contagion, negative yields, mean reversion, geography and sector composition and conviction, and how much life is left at the party.
Follow Callum's twitter: https://twitter.com/Callum_Thomas
Subscribe to Callum's free weekly "ChartStorm": chartstorm.substack.com
Information
- Show
- Published21 September 2021 at 11:32 UTC
- Length38 min
- RatingClean