The Talk Exchange by Regency Capital
Neil Rose and Arthur Mallet talk about ideas and mistakes in the search for worldly wisdom and better wealth, health, and life. Thanks for joining us in trying to figure stuff out!
The Talk Exchange by Regency Capital
What We Talk About When We Talk About Macro
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Regency Capital
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Season 1
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Episode 4
Episode 004 | What We Talk About When We Talk About Macro -
In this important 40-minute chat, Neil Rose and Arthur Mallet talk about all things macro and macro-investing. The two address important concepts shaping Regency Capital's approach to investing, the advantages and pitfalls of macro, and the evolution of Neil's macro education.
Also discussed in this episode:
- The rise of ESG investing
- Bubbles and absurdities in today's market
- Inflation
- The biggest macro question of all
- Current investment strategy
Thanks for listening!