Mike Green and Louis Vincent Gave deep dive into growing U.S. vs China economic battles. who is positioned to lead in the future? How is C.Y.A. undermining growth and causing risk aversion in Western society.
Keith McCullough, CEO of Hedgeye, explains volatility of volatility and how it’s a signal for trend change. Learn how to navigate the markets with his mathematics based approach.
After 2 decades in the industry, Russell Clark realized that the economy and market were functioning drastically differently post-COVID. That realization changed his entire framework.
In this issue, we’ll cover 3 things:
– Recognizing when your investment thesis is wrong — before it’s too late.
– Learning to adapt your framework in a new market environment.
– Implementing your new framework at inflection points.