Thinking about a career in finance and want to build confidence in your market views? In this episode, Anthony Cheung is joined by Mike Bell, a former J.P. Morgan macro strategist, to break down how to think clearly about the economy, communicate under pressure, and make your ideas land.

Mike explains how to navigate the business cycle, what really matters when forming a macro view, and how to present with clarity - whether it's to clients, in interviews, or on live TV. If you want to sharpen your market thinking and sound confident doing it, this episode is packed with practical insights you can use right away.

(00:00) Intro to Mike Bell

(03:06) Politics Meets Economics

(07:41) Business Cycle Basics

(13:05) Inflation and Recession

(17:39) Tech Shocks & AI

(22:36) Models vs. Discretion

(31:15) Learning Public Speaking

(35:28) Preparing for Pressure

(51:25) Posting on LinkedIn