Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests.

This one is a macro special featuring Dylan Smith from ArcMacro.

If you feel there’s “a lot of macro” happening these days. And that the next declaration might “change the macro landscape”. Then the chat is the perfect antidote to help you think straight and remind you that we tend to overstate the impact of political decision.  

Key takeaway: The macro-driven cyclical and structural processes drive political decision and news. It’s not the other way around.If you'd like to support this show please take a minute to leave a 5-star review on your favourite podcast app.

Relevant links

Full conversation and notes: https://investorama.substack.com/p/a-macro-framework-for-hybrid-portfolios

Sign up to Investology’s free newsletter: https://investorama.substack.com/

Sign up to ArcMacro’s free newsletter:https://arcmacro.substack.com/

George Aliferis: https://www.linkedin.com/in/george-aliferis/

Dylan Smith: https://www.linkedin.com/in/dylan-smith-78284b50/

SGIM is an Investology podcast series, produced by Orama: https://orama.tv/

MUSIC CREDITS

Brandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/

Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303

Artist: http://incompetech.com/

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