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Rethinking markets in a macro-driven world
Macro is back. In the latest episode of InvestorExchange, macro strategist Mike Medeiros joins host Chris Perret to discuss inflation, policy uncertainty, and where investors may be mispricing risk across markets.
1:57: Policy rates - too tight or too loose?
3:04: How do we get inflation lower in today's market?
5:11: How resilient is the US economy?
7:05: Will AI deliver a productivity boom?
11:15: How will the mid-term elections affect the economy?
14:12: Collaboration at Wellington
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
View all episodes
By Wellington ManagementMacro is back. In the latest episode of InvestorExchange, macro strategist Mike Medeiros joins host Chris Perret to discuss inflation, policy uncertainty, and where investors may be mispricing risk across markets.
1:57: Policy rates - too tight or too loose?
3:04: How do we get inflation lower in today's market?
5:11: How resilient is the US economy?
7:05: Will AI deliver a productivity boom?
11:15: How will the mid-term elections affect the economy?
14:12: Collaboration at Wellington
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.