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EssentialHow To Unf*ck Your Future

Part 2: We're at a Big Macro Turning Point

Featuring Dario Perkins and Roger Hirst

Mar 07, 2023 • 57 minutes

Essential

How To Unf*ck Your Future

Part 2: We're at a Big Macro Turning Point

We are in the very early stages of a new macro regime, and investors need to adapt.

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Featuring Dario Perkins and Roger Hirst

Mar 07, 2023 • 57 minutes

In the second installment of our two-week special, How To Unf*ck Your Future series, Dario Perkins explains why he thinks we’re leaving behind the regime of the past 50 years and currently entering a new multi-decade supercycle. The Managing Director for Global Macro at TS Lombard tells Roger Hirst that we’re in the very early stages of a new macro environment where the stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor. In his view, that means it will require a lot more effort for investors to eke out returns. Recorded on Friday, March 3, 2023.

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How To Unf*ck Your Future is an important two-week series designed to help you get to where you want to go in the future because that's really what investing is all about. In the first week, we explore the ways in which we're all f*cked from debt and demographics to monetary policy and geopolitics. In week two, we (thankfully) move on to the solutions with a line-up of true experts talking to us about the vast secular opportunity in India, physical commodities, AI, and more. By the end, you'll not only have a much deeper understanding of the problems we face, but a much deeper understanding of some of the solutions, too.

More Episodes

How To Unf*ck Your Future is an important two-week series designed to help you get to where you want to go in the future because that's really what investing is all about. In the first week, we explore the ways in which we're all f*cked from debt and demographics to monetary policy and geopolitics. In week two, we (thankfully) move on to the solutions with a line-up of true experts talking to us about the vast secular opportunity in India, physical commodities, AI, and more. By the end, you'll not only have a much deeper understanding of the problems we face, but a much deeper understanding of some of the solutions, too.

More Episodes

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