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MicDropMarkets Spaces #22: Macro Markets
Manage episode 421978943 series 3463308
Innehåll tillhandahållet av Tracy Shuchart. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Tracy Shuchart eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Host: Tracy Shuchart
Guests: Bill Fleckenstein, Matt Cole, Michael Belkin
Legendary Hedge Fund manager Bill Fleckenstein. Who called the dotcom bubble in
the 1990s and the 2008 collapse.
Bill graduated from the University of Washington with a major in Mathematics, and joined the
prestigious Wall Street firm Kidder Peabody in 1979.
In 1982 he launched his own firm.
He has written daily commentary on market action
since 1996 and FleckensteinCapital.com was
launched in 2003.
He is also a bestselling author. His book is titled:
Greenspan's Bubble: The Age of Ignorance at the
Federal Reserve published in January of 2008.
CEO and Chief investment officer at Strive Funds
Matt oversees Strive’s investment philosophy, strategic positions, and product line up. He is Head Portfolio Manager for Strive’s equity ETFs and its actively managed Fixed Income ETFs. Prior to Strive, Matt was a Portfolio Manager at CalPERS, where he oversaw more than $70 billion in actively managed Fixed Income portfolios. During his 16 years at CalPERs, his portfolios were among the best performing in the investment industry and did not underperform their benchmark in any single year.
Michael Belkin is a financial and economic forecaster, who counsels family offices, hedge funds, pension funds, investment banks, mutual
funds, institutional money managers, sovereign wealth funds and high-net-worth investors throughout North America, Europe and Asia.
Mr. Belkin was a Vice President in the equity department of Salomon Brothers until 1992. His role was quantitative strategist in globalmacro proprietary trading. His proprietary forecasting model is based on his studies of time series analysis at the UC Berkeley Haas Business School and UC Berkeley Statistics Department.
Mr. Belkin's institutional advisory services are furnished via the weekly Belkin Report, which provides strategic forecasts for international stock indexes, interest rates, currencies, commodities, emerging markets and economic indicators with aspecial emphasis on sector rotation and long/short stock selection.
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