Tomorrow's People

Tomorrow's People

By by BFA Global InvestorsBusinessInvesting
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Tomorrow's People episodes

  • How much longer will the Fed keep sucking joy from the markets? | S1 E15

    Everyone's got a plan until they get punched in the face. This week, Gavin and I discuss the Fed's post-FOMC rate hike, the opportunities (if any) in current markets, Gavin's best trade (not financial advice), as well as what to expect in Tomorrow's News.

    Gavin's Twitter follow this week: @LukeGromen

    Join us on the BFA discord to continue the conversation:

    https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    15 min
  • What to do about the S&P 500 | S1 E14

    A big week in the S&P 500, with companies announcing their quarterly earnings. Will history repeat itself? This week, we talk about what the performance of AMZN, META, NFLX, and MSFT means for investors, as well as what to expect in Tomorrow's News.

    Gavin's Twitter follow this week: @elonmusk

    Join us on the BFA discord for more conversations like these and to ask any questions:

    https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    16 min
  • From London to Beijing | S1 E13

    Truss' resignation and the conclusion of the National People's Congress. This week, Gavin and Lucy chat about how the markets are being affected by some big world news, as well as what Gavin's looking ahead in Tomorrow's News.

    Gavin's Twitter follow this week: @Concodanomics

    Join us on the BFA discord for more conversations like these and to ask any questions:

    https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    15 min
  • A hotter than expected US September CPI reading | S1 E12

    Thursday's Consumer Price Index reading saw CPI rose 8.2 percent in September, higher than expected despite recent Fed rate hikes. This week, Gavin provides his readout and commentary on what it means for investors.

    Gavin's Twitter follow this week: @MacroAlf

    Join us on the BFA discord for more conversations like these and to ask any questions:

    https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    8 min
  • When is the Fed-Pivot coming? | S1 E11

    Markets rallied at the start of this week with hopes for a fed-pivot. This week, Gavin discusses central banks' latest policy decisions around the world, the impact of China, the housing market and his Plan B, should the markets not get a Fed pivot

    Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    26 min
  • Wrapping up September | S1 E10

    With the constant interplay between changing policy and current events, we're seeing very interesting market trends. This week, Gavin discusses his outlook, particularly on currencies, and ecommerce & tech securities.

    Join us on the BFA discord for more conversations like these and to ask any questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    20 min
  • How will the CPI number change the Fed's outlook? | S1 E9

    We're a bit late, but finally here with episode #10 where Gavin shares "known unknowns" and "unknown unknowns" that investors should keep an eye on in the next few months, and what investors should be doing if they have a long term view!

    Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    15 min
  • What's happening post-Jackson Hole? | S1 E8

    After the Fed's Jackson Hole Symposium, the markets are responding in interesting ways. Here's Gavin's update on what's been happening in the markets and how he's adjusting his perspectives of what's going to be in tomorrow's news.

    Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    17 min
  • What will ETH 2.0 and ETH PoW look like after the merge? (Part 3) | S1 E7

    In today's episode, Gavin explains how the market might react to ETH 2.0 and ETH PoW after the merge. This episode is a part of our mini-series on the upcoming Ethereum merge. Over 3 short episodes, we discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are.

    Join us on the BFA discord for any questions you have and more conversations like these: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    11 min
  • ETH Merge 101 (Part 2) | S1 E7

    In today's episode, Gavin & I go over the basics of the merge—what it is, why it's called that and what we can expect in the crypto space because of it!

    This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are.

    Join us on the BFA discord for more conversations like these: https://discord.com/invite/68hp37W2gt



    This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
    13 min

About Tomorrow's People

From the publisher's feed

Welcome to Tomorrow's People, our new podcast series that showcases the expertise of the best and brightest investors in venture capital and private asset investing.