Ep 39: Macro Investing

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Bretton Goods

Pradyumna Prasad

50 episodes

4 days ago

I talk to the most interesting people about economic growth

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Social Sciences

All content for Bretton Goods is the property of Pradyumna Prasad and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

I talk to the most interesting people about economic growth

Show more...

Social Sciences

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Ep 39: Macro Investing

Bretton Goods

53 minutes 41 seconds

3 years ago

Ep 39: Macro Investing

I talked with Mayank Seksaria of Liberty Mutual Investments about investing on macroeconomic views. We talked about

Translating macro views into investing allocations
A bottom up view of the macroeconomy
Evaluating macro talent
Why does institutional research cost so much?

Bretton Goods

I talk to the most interesting people about economic growth