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Markets & Macro
[PLATE II // CARAVAGGIO, THE CALLING OF SAINT MATTHEW, 1599]
001
Michael Cembalest · Eye on the Market (Capital Allocators, EP.49)
IYKYK: Eye on the Market.
Capital Allocators / Michael Cembalest
01:02:25
[Play]
002
Stan Druckenmiller · Podcast · In Good Company · Norges Bank Investment Management
Norges Bank / Stanley Druckenmiller
51:56
[Play]
003
The Most Important Thing - Origins and Inspirations · Howard Marks · Talks at Google
Howard Marks
01:09:03
[Play]
004
The Mechanics of Financial Repression · Russell Napier
Russell Napier
01:14:56
[Play]
005
MacroVoices #556 Luke Gromen: US Midterms & Beyond
MacroVoices / Luke Gromen
55:29
[Play]
006
Forget Tech: Why Hard Assets Will Win The Decade · Jeff Currie
Jeff Currie
59:25
[Play]
007
Louis-Vincent Gave: The AI Capital Misallocation, Geopolitics & the West's Economic Future
Louis-Vincent Gave
44:38
[Play]
008
Investing $10B in Canada's Future · Olivier Desmarais, Power Sustainable
Family capital at scale.
Olivier Desmarais
59:23
[Play]
009
What is a Family Office and Why Does it Matter? · Ron Diamond · TEDxDavenport
Ron Diamond
15:14
[Play]
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[PLATE II // CARAVAGGIO, THE CALLING OF SAINT MATTHEW, 1599]