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Global Macro Outlook: Opportunities & Risks Investors Must Watch
In this episode of EisnerAmper's Engaging Alternatives, Elana Margulies-Snyderman, Director, Publications, speaks with Paul Podolsky, Founder and CIO, Kate Capital, a discretionary global macro manager. Paul, who previously spent over 15 years as an executive at Bridgewater Associates, shares his outlook for his investment strategy, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 How discretionary global macro strategies navigate shifting economic forces
💡 Where major opportunities may emerge across equities, rates, and global markets
📊 How technology, inflation trends, and geopolitics impact macro investing
🔍 Key portfolio construction principles for volatile and uncertain environments
👍 Like, comment, and subscribe for more expert insights!
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By Eisner Advisory Group LLC
4.7
1010 ratings
In this episode of EisnerAmper's Engaging Alternatives, Elana Margulies-Snyderman, Director, Publications, speaks with Paul Podolsky, Founder and CIO, Kate Capital, a discretionary global macro manager. Paul, who previously spent over 15 years as an executive at Bridgewater Associates, shares his outlook for his investment strategy, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 How discretionary global macro strategies navigate shifting economic forces
💡 Where major opportunities may emerge across equities, rates, and global markets
📊 How technology, inflation trends, and geopolitics impact macro investing
🔍 Key portfolio construction principles for volatile and uncertain environments
👍 Like, comment, and subscribe for more expert insights!