The AlphaMind Podcast

#104 Jonathan Baird: Macro Fundamentals and Trading


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We're delighted to welcome back a friend of the show Jonathan Baird, an award-winning money manager and publisher of the Global Investment Letter, who speaks and writes about macro themes in markets based on this his many decades of experience in this area. 

2022 was the year when having a handle on the macro-economic narrative was to prove hugely advantageous. Understanding the macro and building it into your read of the markets is vital for traders who wish to gain an edge in markets whilst seeking to insulate themselves from market shocks. 

In this episode we talk about how to be more aware of these factors in markets, and how to combine and successfully fuse macro fundamental analysis, market valuation, technical analysis, and market sentiment into a coherent risk approach.

Learn more about the Global Investment Letter at: https://www.globalinvestmentletter.com/

Jonathan's Social media feeds:
Linkedin: https://www.linkedin.com/in/jonathanbaird88
Twitter: https://twitter.com/JonathanBaird88
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