I sat down with Spencer Hakimian to discuss all things macro. On the podcast, Spencer drops his slightly bearish outlook for stocks in 2025 and adds a BUT...
Timestamps:
00:00 Introduction Spencer Hakimian and Tulu Capital
01:57 Geopolitical Tensions and Market Reactions
08:05 Investment Strategies Amidst Global Uncertainty
13:42 Current Macro Economic Landscape in the US
19:20 The Role of Gold and Bitcoin in Today's Economy
27:31 Global Economic Dynamics: Japan and China
40:31 Comparing Current Easing Cycles to Past Experiences
#macrohedgefund #geopoliticaltensions #investmentstrategies #gold #Bitcoin #USeconomy #Japan #China #easingcycles #macro #war #israel #iran #investing