Founder of Lyn Alden Investment Strategy. Fundamental investing with a global macro overlay. Finance/Engineering blended background.
The combo of @FedGuy12 and @PeterMcCormack is a powerful one. I quibble with Joseph on a few points but his overall explanation of the Fed is fantastic. The best insider I have seen- big fan. I also recommend his book Central Banking 101.
That whole long-form interview is good.
This was a very strong episode. Kudos to Nic and Lane.
This was my favorite podcast this week. On energy.
That was a great discussion. I agree with a lot of it. I also realized that most of the points where my macroeconomic base case diverges from Raoul comes down to the future cost of energy. In other words, it's actually an engineering difference rather than a macro difference.
That was a really good podcast.
The Market Huddle interview with @kevinmuir and @VincentDeluard was my favorite podcast of the week: