In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds.

They explore the current macroeconomic backdrop, including US policy volatility and rising geopolitical tensions and discuss why strong economic growth doesn’t always lead to strong returns.

Paul introduces Kate Capital and his investment approach in a world where traditional 60/40 portfolios may no longer work.

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