I talked with <a href="https://twitter.com/MayankSeksaria" target="_blank" rel="nofollow">Mayank Seksaria</a> of Liberty Mutual Investments about investing on macroeconomic views. We talked about
 
<ul>
 <li>Translating macro views into investing allocations</li>
 <li>A bottom up view of the macroeconomy</li>
 <li>Evaluating macro talent</li>
 <li>Why does institutional research cost so much?</li>
</ul>

I talked with Mayank Seksaria of Liberty Mutual Investments about investing on macroeconomic views. We talked about Translating macro views into investing allocations A bottom up view of the macroeconomy Evaluating macro talent Why does institutional research cost so much?

I talked with <a href="https://twitter.com/MayankSeksaria" rel="noopener noreferrer">Mayank Seksaria</a> of Liberty Mutual Investments about investing on macroeconomic views. We talked about
 
<ul>
 <li>Translating macro views into investing allocations</li>
 <li>A bottom up view of the macroeconomy</li>
 <li>Evaluating macro talent</li>
 <li>Why does institutional research cost so much?</li>
</ul>

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Ep 39: Macro Investing

Ep 39: Macro Investing